Brian Dixon is a CFP, ChFC-designated registered investment advisor, based in Nashville, TN, with 23 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
818 18th Ave South Suite 950, Nashville, TN, 37203
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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
Brian acts as a Power of Attorney (POA) and personal representative for two individuals, dedicating minimal time to these roles. Brian also engages in insurance sales and service as a producer/owner, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.
Exams
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