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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 Dixon is a financial advisor at Kingswood Wealth Advisors, LLC. Brian has been in the financial services industry since 2003 and has a diverse background in financial planning, investment management, and insurance. Brian specializes in helping individuals, families, and businesses achieve their financial goals through a personalized approach. He is a Certified Financial Planner™ and a Chartered Financial Consultant. Brian is committed to building long-lasting relationships with clients and providing them with the highest level of service and expertise.
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.
Hourly consulting
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
CA
05/15/2024 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
TN
06/15/2020 - 02/08/2024
RBC CAPITAL MARKETS, LLC (Nashville TN)
TN
10/09/2017 - 06/26/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
TN
02/03/2004 - 10/12/2017
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
NJ
07/30/2003 - 02/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
10/24/2002 - 01/28/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/24/2002 - 01/28/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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