Doreen Dixon (CRD# 2850766) is an Investment Advisor Representative working at Avantax Advisory Services in Voorhees Township, NJ and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Avantax Insurance Agency, LLC | Voorhees, NJ | Aug 2017 - Current | 6 |
Avantax Investment Services, Inc. | Voorhees, NJ | Aug 2017 - Current | 6 |
Avantax Advisory Services | Voorhees, NJ | Aug 2017 - Current | 6 |
Doreen Dixon Income Tax Preparation Services | Voorhees, NJ | Feb 1991 - Current | 33 |
New Jersey Division Of Gaming Enforcement | Trenton, NJ | Nov 2002 - Dec 2021 | 19 |
H.d. Vest Advisory Services | Voorhees, NJ | Feb 2005 - Aug 2017 | 12 |
H.d. Vest Investment Services | Voorhees, NJ | Jun 2002 - Aug 2017 | 15 |
Camden County Municipal Utility Authority | Camden, NJ | Jun 1996 - Jun 2016 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1997 |
S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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