Dixon And Company Wealth Management, LLC

Dixon And Company Wealth Management, LLC (CRD# 169862) is a financial advisory firm headquartered in Winston Salem, NC. They manage $50,224,413 in 507 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
155 Sunnynoll Court, Suite 101, Winston Salem, NC 27106
http://www.anchor.fm/thefinancialedgepodcast
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    507
    ACCOUNTS
  • Average Account Value
    $99,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Dixon And Company Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael Dixon, financial advisor Winston Salem NC
Michael G. Dixon
CRD#: 1792547
155 Sunnynoll Court, Suite 101, Winston Salem, NC 27106

Michael Dixon (CRD# 1792547) is an Investment Advisor Representative working at Dixon And Company Wealth Management, LLC in Winston Salem, NC and has over 17 years of experience in the finance industry.

2
Tyler Schweigert, financial advisor Winston Salem NC
Tyler J. Schweigert
CRD#: 5607112
155 Sunnynoll Court, Suite 101, Winston Salem, NC 27106

Tyler Schweigert (CRD# 5607112) is an Investment Advisor Representative working at Dixon And Company Wealth Management, LLC in Winston Salem, NC and has over 6 years of experience in the finance industry.

3
Benjamin Shamberger, financial advisor Winston Salem NC
Benjamin D. Shamberger
CRD#: 6147040
155 Sunnynoll Court, Suite 101, Winston Salem, NC 27106

Benjamin Shamberger (CRD# 6147040) is an Investment Advisor Representative working at Dixon And Company Wealth Management, LLC in Winston Salem, NC and has over 10 years of experience in the finance industry.

4
Zachariah Baker, financial advisor Winston Salem NC
Zachariah B. Baker
CRD#: 7654712
155 Sunnynoll Court, Suite 101, Winston Salem, NC 27106

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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