Zachariah Baker (CRD# 7654712) is an Investment Advisor Representative working at Dixon And Company Wealth Management, LLC in Winston Salem, NC and has 1 year of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dixon And Company Wealth Management, LLC | Winston-salem, NC | Mar 2023 - Current | 1 |
| Dixon & Company Wealth Management | Winston-salem, NC | Jul 2022 - Current | 1 |
| Chick-fil-a | Winston-salem, NC | Jul 2020 - Jul 2022 | 2 |
| Winston-salem Fire Dept. | Winston-salem, NC | Feb 2020 - Jun 2020 | < 1 |
| Lifestar Emergency Services | Winston-salem, NC | Sep 2019 - Jan 2020 | < 1 |
| Chick-fil-a | Winston-salem, NC | Jun 2015 - Aug 2019 | 4 |
| N/a | Winston-salem, NC | Mar 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- NC
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts507ACCOUNTS
-
Average Account Value$99,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
NC, TX
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