Dixon Speaker is a CFP-designated registered investment advisor, based in Philadelphia, PA, with 13 years of industry experience. Dixon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Philadelphia, PA
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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
Dixon works full-time as an IAR through Kestra Advisory Services and as a registered representative through Kestra Investment Services. He also spends minimal time on insurance-related activities through Beacon Benefits, LLC and Beacon Insurance Services.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations3 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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