John Dixon
John Dixon is a registered investment advisor at Independent Financial Group, LLC, based in Pocatello, ID, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
611 Wilson, Ste. 4C, Pocatello, ID, 83201
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2022Customer Dispute
June 2019Other Business ActivitiesSells Insurance
John is an insurance agent since 2009, dedicating a few hours per week to this activity. He also owns two DBAs, Global Wealth Management and Altius Financial Group, for marketing purposes.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLCBroker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
LPL Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Nylife Securities INC.Broker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Foresters Equity Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.