Nancy Dixon (CRD# 2806279) is an Investment Advisor Representative working at Sanders Morris LLC in Dallas, TX and has over 26 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tectonic Advisors LLC | Plano, TX | Mar 2017 - Current | 7 |
| Sanders Morris Harris LLC | Plano, TX | Oct 2016 - Current | 7 |
| J.p. Morgan Securities LLC | Dallas, TX | Oct 2008 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2001 |
- AL
- AK
- AZ
- CA
- CO
- CT
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- IA
- KS
- LA
- ME
- MN
- MO
- MT
- NE
- NH
- NJ
- NM
- NY
- NC
- ND
- OH
- OR
- PA
- PR
- SD
- TX
- UT
- VA
- WA
- WV
- WY
- VI
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Total Assets Under Management820MILLIONS
-
Total Number of Accounts729ACCOUNTS
-
Average Account Value$1,124,725
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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