Sarah DixonCRD Number: 5302082
Current Firm: Axa Advisors, LLC
Sarah Dixon (CRD# 5302082) is an Investment Advisor Representative working at Axa Advisors, LLC in Rocky Mount, NC and has over 9 years of experience in the finance industry.
Emerald Asset Management, Inc.
Whitener Capital Management, Inc.
|Axa Advisors, LLC||New York, NY||Mar 2007 - Current||11|
|Roger Taylor & Associates||Rocky Mount, NC||Mar 2005 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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