DM
DM

Dixon Mcmakin

12 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

Dixon Mcmakin is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

10313 Jefferson Hwy Ste B, Baton Rouge, LA, 70809

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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 ActivitiesSells Insurance

Dixon has several business activities, including DBAs for his LPL business (Gladstone Wealth Partners and Altus Wealth Management), Altus Benefit Solutions (non-variable insurance), The McMakin Law Firm LLC, CHS Radio, and as a Notary Public. Dixon also serves in a political office for the State of Louisiana and works as Corporate Counsel for Axios Industrial Group.

Employment History
Current Registrations
LPL Financial LLC
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Geneos Wealth Management, INC.
July 2014 - November 2021 · 7 yrs 4 mos
Geneos Wealth Management, INC.Broker
December 2013 - November 2021 · 7 yrs 11 mos
State Registrations16 states
ALCACTIDINLAMAMSNCNVNYSCTNTXVAWA
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.