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Edward A Dixon

THE L. Warner Companies, Inc.

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About Edward A Dixon

Edward A. Dixon is an Investment Advisor Representative associated with The L. Warner Companies, Inc.. Edward A. Dixon has been in the financial services industry since 2003. Edward A. Dixon has passed the Series 65 exam. Edward A. Dixon specializes in providing financial advice to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Edward A. Dixon is also registered as an Investment Advisor Representative with the state of Massachusetts. Edward A. Dixon's firm offers a variety of advisory services including financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Edward A. Dixon also provides business consulting and plan administration services.

Firm Information

Edward Dixon is currently registered with THE L. Warner Companies, Inc.. THE L. Warner Companies, Inc. is an investment advisor based in TIMONIUM, MD. They manage approximately $657,425,933 in client assets and specialize in providing financial planning, portfolio management for businesses and individuals, and business consulting and plan administration services. They serve a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
THE L. Warner Companies, Inc.

9690 DEERECO ROAD

TIMONIUM, MD 21093

$657.43M

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting and plan administration services

Business consulting and plan administration services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward Dixon’s Registration & Firm History

MD

07/17/2024 - Present

THE L. Warner Companies, Inc. (TIMONIUM MD)

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Licenses & Designations

IA

Issued 05/16/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward A Dixon.
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