Melissa Dixon
Melissa Dixon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1136 E Stuart St Bldg 2, Ste 2100, Fort Collins, CO, 80525
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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
Melissa operates under the DBA JBA Wealth Management Group, owns rental real estate through JED Capital Group, and is a notary. She also sells non-variable insurance through JBA Wealth Management Group.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Country Capital Management CompanyBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations45 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.