Unclaimed
Linda Dixon is a financial advisor at Lion Street Financial, LLC, with over 20 years of experience in the financial industry. Linda has held previous roles at M Holdings Securities, Inc. and American Express Financial Advisors Inc. Linda is a Series 7, 66, and SIE licensed professional.
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.
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.
1
2
CA
06/22/2023 - Present
Lion Street Financial, LLC (LAKE FOREST CA)
OR
07/26/2007 - 05/18/2021
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
09/27/2002 - 05/31/2007
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MN
06/28/2002 - 09/12/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/28/2002 - 09/12/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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