Carlton Dixon, financial advisor Matthews NC
96 score

Carlton Dixon

CRD Number: 1254193
Current Firm: Sapere Wealth Management, LLC

Carlton Dixon (CRD# 1254193) is an Investment Advisor Representative working at Sapere Wealth Management, LLC in Matthews, NC and has over 29 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sapere Wealth Management, LLC Matthews, NC Dec 2004 - Current 12
Sapere Wealth Creation, LLC Matthews, NC Dec 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Carlton E. Dixon
Phone Number: 704-321-5244
Firm Website: https://www.sapere.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    781
    MILLIONS
  • Total Number of Accounts
    760
    ACCOUNTS
  • Average Account Value
    $1,027,541
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, IA, MD, NC, NJ, PA, SC, TN, TX, VA

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

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