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Linda Marie Dixon

Lion Street Financial, LLC

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About Linda Marie Dixon

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.

Firm Information

Linda Dixon is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

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.

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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Linda Dixon’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Marie Dixon.
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