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Doreen Dixon is a registered investment advisor, based in Voorhees, NJ, with 28 years of industry experience.
Location
Voorhees, NJ
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Regulatory History (1)
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Customer Dispute
February 2019Settled
Other Business ActivitiesSells Insurance
Doreen prepares income taxes, dedicating about half of her time to her own tax preparation business and a tax associate position. She is also an insurance agent through Avantax, spending about a quarter of her time selling insurance products.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2017 - September 2025 · 8 yrs
Avantax Investment Services, INC.Broker
September 2017 - September 2025 · 8 yrs
H.D. Vest Advisory Services, INC
March 2005 - August 2017 · 12 yrs 5 mos
Hd Vest Investment ServicesBroker
June 2002 - August 2017 · 15 yrs 2 mos
Metlife Securities INC.Broker
May 2000 - July 2002 · 2 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
May 2000 - July 2002 · 2 yrs 2 mos
MML Investors Services, INC.Broker
July 1997 - September 2000 · 3 yrs 2 mos
Jackson National Financial Services, INC.Broker
March 1997 - July 1997 · 4 mos
State Registrations2 states
CTNJ
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.