BD
BD

Brian Denver Dixon

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
93 advisors
Number of Clients
18,812 clients
Average Client Portfolio
$217K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

4130 S. Fairview Ave, Suite 104, Springfield, MO, 65807

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brian operates under several DBAs for his LPL business, including Dixon Incorporated and Cornerstone Wealth Portfolios, dedicating the majority of his time to these activities. He also owns and manages multiple LLCs for real estate, tax, and investment purposes, as well as operating as a Notary Public, each requiring minimal time.

Employment History
Current Registrations
Cornerstone Wealth Management, LLC
January 2013 - Present · 13 yrs 1 mo
LPL Financial LLCBroker
December 2012 - Present · 13 yrs 2 mos
Previous Registrations
Ing Financial Partners, INC
January 2004 - December 2012 · 8 yrs 11 mos
Ing Financial Partners, INC.Broker
January 2004 - December 2012 · 8 yrs 11 mos
Locust Street Securities, INC.
March 2002 - January 2004 · 1 yr 10 mos
Locust Street Securities, INC.Broker
March 1993 - January 2004 · 10 yrs 10 mos
State Registrations19 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Denver Dixon - Financial Advisor | TrueAdvisor