Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dixon is a financial advisor with over 20 years of experience in the industry. John is a registered representative of Independent Financial Group, LLC, a firm with over $1 billion - $10 billion in assets under management. John has a wide range of experience in the financial industry, having worked with several firms throughout his career. Before joining Independent Financial Group, John was a registered representative for LPL FINANCIAL LLC, BANCWEST INVESTMENT SERVICES, INC., SECURITIES AMERICA, INC., NYLIFE SECURITIES INC., WM FINANCIAL SERVICES, INC., WADDELL & REED, INC., FORESTERS EQUITY SERVICES, INC., and FIDELITY BROKERAGE SERVICES LLC. John is committed to providing his clients with personalized financial advice and guidance. He works with a variety of clients, including individuals, families, businesses, and retirement plans. John is a Series 66 and Series 63 license holder, and he is also a Series 7 and SIE licensed representative. He has a strong understanding of the financial markets and a commitment to ethical practices.
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.
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.
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2
ID
11/06/2020 - Present
Independent Financial Group, LLC (POCATELLO ID)
ID
07/12/2007 - 11/11/2020
LPL FINANCIAL LLC (POCATELLO ID)
UT
01/24/2007 - 05/31/2007
BANCWEST INVESTMENT SERVICES, INC. (HEBER UT)
ID
02/13/2006 - 06/29/2006
SECURITIES AMERICA, INC. (CHUBBUCK ID)
NY
08/04/2004 - 02/28/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
06/09/2003 - 02/27/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
KS
11/08/2002 - 03/28/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
CA
07/22/2002 - 10/23/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
RI
09/26/2000 - 08/08/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 01/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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