Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dixon is a financial advisor with over 27 years of experience in the industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2005. Robert has a wide range of experience in the financial services industry and has held previous roles with Securian Financial Services, Inc. and Northwestern Mutual Investment Services, Inc. Robert has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Robert is committed to providing his clients with personalized financial advice and strategies that are tailored to their individual needs and goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitation fees from 3rd party money managers
1
2
MO
03/28/2005 - Present
Cambridge Investment Research Advisors, Inc. (ST. LOUIS MO)
MN
10/25/1995 - 12/15/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
WI
08/24/1995 - 01/17/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 09/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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