BD
CFP
BD
CFP

Brian Dixon

16 Years of Experience
Marion, OH
Broker

Brian Dixon is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Marion, OH, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

165 West Center Street, 3rd Fl, Marion, OH, 43302

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian has a 10% ownership stake in 3D Private Wealth Advisors Inc. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2010 - March 2020 · 10 yrs
Wells Fargo Clearing Services, LLCBroker
March 2010 - March 2020 · 10 yrs
State Registrations8 states
CAFLINNCOHSCTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.