Dixon Financial Services

Dixon Financial Services (CRD# 107166) is a financial advisory firm headquartered in , . They manage $469,216,560 in 243 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $1,930,932
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Dixon Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
Walter Au
CRD#: 2563044
Lafayette, CA
93
Wealthminder
score

Walter Au (CRD# 2563044) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 21 years of experience in the finance industry.

2
Michael A. Dixon
CRD#: 1767122
Lafayette, CA
93
Wealthminder
score

Michael Dixon (CRD# 1767122) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 25 years of experience in the finance industry.

3
Wayne T. Freeman
CRD#: 2179333
Lafayette, CA
93
Wealthminder
score

Wayne Freeman (CRD# 2179333) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has over 25 years of experience in the finance industry.

4
Tyler M. Mullen
CRD#: 6085943
Lafayette, CA
87
Wealthminder
score

Tyler Mullen (CRD# 6085943) is an Investment Advisor Representative working at Dixon Financial Services in Lafayette, CA and has 1 year of experience in the finance industry.

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