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Roxane Sue Dimon

Your Retirement Coach

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About Roxane Sue Dimon

Roxane Dimon is a financial advisor at Your Retirement Coach. Roxane has been in the financial services industry for over 20 years. Roxane specializes in providing financial planning, portfolio management, and succession and transition planning services to individuals, families, and businesses. Roxane is committed to helping clients achieve their financial goals and is dedicated to providing exceptional service.

Firm Information

Roxane Dimon is currently registered with Your Retirement Coach. Your Retirement Coach, located in Marietta, GA, is an independent firm specializing in financial planning and portfolio management. With over 300 million dollars in regulatory assets under management, the firm serves individuals, high net worth individuals, corporations, and charitable organizations. Services include succession and transition planning, educational seminars, and selection of other advisors.
Your Retirement Coach

61 ATLANTA STREET SE

MARIETTA, GA 30060

$324.04M

Assets Under Management

1

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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succession and transition planning for business owners

Succession and transition planning for business owners

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party advisory fees

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Roxane Dimon’s Registration & Firm History

GA

03/25/2019 - Present

Your Retirement Coach (MARIETTA GA)

NC

05/04/2004 - 12/31/2004

NCF FINANCIAL SERVICES, INC. (DURHAM NC)

MO

01/28/2003 - 06/24/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roxane Sue Dimon.
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