Michael Dixon (CRD# 2452034) is an Investment Advisor Representative working at Your Planning Partner LLC in Palm Beach Gardens, FL and has over 24 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Your Planning Partner LLC | Palm Beach Gardens, FL | Apr 2016 - Current | 8 |
| Carl Domino Inc. | Palm Beach, FL | Aug 2004 - Jul 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2006 |
- FL
- NJ
- PA
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$671,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, OH, PA
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