Dalton DixonCRD 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.
Unionbanc Investment Services, LLC
Planmember Securities Corporation
Mission Wealth Management, LP
|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|
Total Assets Under Management1,641MILLIONS
Total Number of Accounts1,809ACCOUNTS
Average Account Value$906,939
- A percentage of assets under your management
- Fixed fees (other than subscription 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
AZ, CA, CO, FL, ID, IL, LA, MN, NC, NH, NY, OR, TX, WA
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