Katherine Dixon
Katherine Dixon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Glen Allen, VA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4300 Cox Road, Glen Allen, VA, 23060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine works as an Operations Manager at Atlantic Union Bank and Atlantic Union Financial Consultants, dedicating about half of her time to each. She also owns two rental properties, Bella's Beach and another rental home, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLCBroker
Suntrust Securities, INC.Broker
State Registrations42 states
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