Daniel Dixon (CRD# 1643748) is an Investment Advisor Representative working at Beaumont Capital Management, LLC in Vero Beach, FL and has over 10 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ceros Financial Services, Inc. | Rockville, MD | Feb 2021 - Current | 3 |
| Beaumont Capital Management, LLC | Needham, MA | Feb 2020 - Current | 4 |
| Trident Distribution Partners | Jenkintown, PA | Apr 2014 - Mar 2020 | 5 |
| Joseph Grace Holding | New York, NY | Apr 2015 - Feb 2020 | 4 |
| Triboro Investment Management | Vero Beach, FL | Jan 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- FL
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Total Assets Under Management155MILLIONS
-
Total Number of Accounts302ACCOUNTS
-
Average Account Value$514,356
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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