Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Dixon is a financial advisor with Truist Advisory Services, Inc., located in Houston, Texas. Karen Dixon is a registered representative with Series 6, 7, 24, 63, and 65 licenses. Karen Dixon has been in the industry since June 19, 2009. Karen Dixon has experience working for BB&T SECURITIES, LLC, BBVA SECURITIES INC., and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Karen Dixon's firm, Truist Advisory Services, Inc. has approximately 124,201 client accounts and $61.4 billion in regulatory assets under management. Karen Dixon offers a variety of financial services, including financial planning, portfolio management, and other advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TX
04/18/2017 - Present
Truist Advisory Services, Inc. (HOUSTON TX)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
05/16/2013 - 01/30/2017
BBVA SECURITIES INC. (HOUSTON TX)
TX
03/25/2013 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
IA
Issued 04/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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