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Edward a Dixon

8 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
448 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$744.6M

Fee Structure

Minimum Investment:$500K
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Location

459 Washington Street, Suite 26, Duxbury, MA, 02332

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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

Edward is involved in insurance sales, dedicating approximately 40 hours per month (a quarter of his time) to this activity.

Employment History
Current Registrations
The L. Warner Companies, INC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Dixon Associates, INC.
May 2017 - December 2024 · 7 yrs 7 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Edward A Dixon - Financial Advisor | TrueAdvisor