Brian Dixon (CRD# 5724698) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Investment Management, Inc. | Naples, FL | Jul 2020 - Current | 3 |
| Wasmer Schroeder | Naples, FL | Jul 2018 - Jul 2020 | 2 |
| Wasmer Schroeder | Naples, FL | Dec 2017 - Jul 2018 | < 1 |
| Wasmer Schroeder | Naples, FL | Dec 2014 - Dec 2017 | 3 |
| Wasmer Schroeder | Naples, FL | Aug 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- FL
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Total Assets Under Management1,098,805MILLIONS
-
Total Number of Accounts304,509ACCOUNTS
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Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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