Peter Dixon, financial advisor Lutherville-Timonium MD
96 score

Peter Dixon

CRD Number: 3083659
Current Firm: Waypoint Wealth Management

Peter Dixon (CRD# 3083659) is an Investment Advisor Representative working at Waypoint Wealth Management in Lutherville-Timonium, MD and has over 13 years of experience in the finance industry. Peter Dixon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Callan & Palmer Financial Advisors, LLC Hunt Valley, MD Sep 2015 - Current 1
Commonwealth Financial Network Waltham, MA Apr 2009 - Sep 2015 6
Financial Council Inc. Towson, MD Dec 1999 - Sep 2015 15
Fsc Securities Corporation Towson, MD Feb 2009 - Apr 2009 < 1
Advantage Capital Corporation Townson, MD Dec 1999 - Feb 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2004
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Peter D. Dixon
Phone Number: 410-561-3994
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $558,819
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MD

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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