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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Denver Dixon is a financial advisor with Cornerstone Wealth Management, LLC. Brian has been working in the financial industry since March 1993. Brian has a Series 6, 7, 24, 63, and 65 license, and has been registered with the State of Missouri since January 2013, and the State of Texas since April 2013. Brian offers a variety of financial services including financial planning, portfolio management, investment management, and selection of other advisors. Brian has experience working with clients of all types including high-net-worth individuals, businesses, corporations, individuals, and charitable organizations. Brian's previous experience includes positions with ING Financial Partners, Inc. and Locust Street Securities, Inc.
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.
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.
Lpl sponsored advisory programs; investment management & research subscription licensing
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
MO
04/22/2013 - Present
Cornerstone Wealth Management, LLC (SPRINGFIELD MO)
MO
01/01/2004 - 12/21/2012
ING FINANCIAL PARTNERS, INC. (SPRINGFIELD MO)
IA
03/02/1993 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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