Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Alton Dixon is a financial advisor with over 20 years of experience. Andrew has worked for several firms, including USAA Financial Advisors, Inc., Fidelity Brokerage Services LLC, and now Osaic Wealth, Inc. Andrew specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for both businesses and individuals. Andrew is also a FINRA arbitrator.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
02/28/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
07/11/2012 - 06/16/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/25/1998 - 06/06/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
04/30/1998 - 09/01/1998
GURUN INC. (DALLAS TX)
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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