CD
CD

Colin Stevens Dixon

3 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
613 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.4B

Fee Structure

Financial Planning:Included in AUM fee
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Location

Winston Salem, NC

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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

Colin is a consultant and officer at Corporate Profit Strategies DBA Creideas since 2021, offering client relations and service, dedicating about 10-20% of his time. Since 2022, Colin has also worked as an insurance agent, offering insurance products and services to clients and prospects.

Employment History
Current Registrations
Millennium Investment and Retirement Advisors, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Expand Financial, LLC
December 2021 - September 2024 · 2 yrs 9 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.