Lisa DixonCRD Number: 1260963
Current Firm: Fdx Advisors, Inc.
Lisa Dixon (CRD# 1260963) is an Investment Advisor Representative working at Fdx Advisors, Inc. in Sacramento, CA and has over 24 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|Fdx Advisors||Sacramento, CA||Feb 2015 - Current||2|
|Empyrion Management||Roseville, CA||Sep 2013 - Jan 2015||1|
|Smart Investor||Rocklin, CA||May 2013 - Aug 2013||< 1|
|Unemployed||Roseville, CA||Oct 2012 - May 2013||< 1|
|Legacy Capital Management, Inc.||Roseville, CA||Sep 2004 - Oct 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S65||NASAA Investment Advisors Law Examination||Feb 1993|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management4,737MILLIONS
Total Number of Accounts32,086ACCOUNTS
Average Account Value$147,635
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, IA, IN, MN, ND, NJ, OH, TX, WA