Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dixon? Claim Your ProfileDixon W McMakin is a registered representative and investment advisor representative with LPL Financial LLC. Dixon is active in Louisiana and Texas and has been in the industry since December 2013. Dixon has passed the Series 63, Series 65, Series 7 and SIE exams. Prior to joining LPL Financial LLC, Dixon was employed by GENEOS WEALTH MANAGEMENT, INC. Dixon's practice is focused on financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
11/17/2021 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
12/10/2013 - 11/22/2021
GENEOS WEALTH MANAGEMENT, INC. (BATON ROUGE LA)
IA
Issued 07/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dixon McMakin is the right advisor for you? Invested Better is here to help.
