Mary Dixon
Mary Dixon is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 38 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
16830 Royal Crest, Houston, TX, 77058
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary sells equity indexed annuities and life insurance through Avantax Insurance Agency LLC. She also owns and manages several businesses, including MJD Office Management LLC, MJ Dixon Financial Services LLC, Dixon Financial Services, and Royal Crest Offices, and is the Director of Wealth Management & Planning for Integrated Tax and Wealth Strategies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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