Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Ashley Dixon is an Investment Advisor Representative at IEQ Capital, LLC, a Registered Investment Advisor headquartered in Foster City, California. Victoria has been with the firm since March of 2021. Victoria holds a Series 65 license and has been active in the industry since 2019. Prior to IEQ Capital, Victoria was a lawyer at Robinson & Cole in Hartford, Connecticut. She also worked at TS Lombard in London.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
08/12/2021 - Present
IEQ Capital, LLC (LOS ANGELES CA)
IA
Issued 08/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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