Dalton Dixon, financial advisor Santa Barbara CA

Dalton Dixon

CRD Number: 7083480
Current Firm: West Coast Financial, LLC

Dalton Dixon (CRD# 7083480) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has over 3 years of experience in the finance industry.

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Mission Wealth Management, LP
Company Name Location Dates Years
West Coast Financial LLC Santa Barbara, CA Mar 2019 - Current 3
Uc Santa Barbara Goleta, CA Oct 2014 - Dec 2018 4
United Boys & Girls Clubs Of Santa Barbara County Santa Barbara, CA Sep 2015 - Sep 2018 3
Unemployed Santa Barbara, CA Mar 2009 - Sep 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Dalton W. Dixon
Phone Number: 805-962-9131
Firm Website: https://www.wcfinc.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,641
    MILLIONS
  • Total Number of Accounts
    1,809
    ACCOUNTS
  • Average Account Value
    $906,939
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

AZ, CA, CO, FL, ID, IL, LA, MN, NC, NH, NY, OR, TX, WA

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