Jon
Dixon
Independent Financial Group, LLC
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About this Advisor
Jon Dixon is a financial advisor based in Birmingham, Alabama, working with Independent Financial Group, LLC. Jon has previously held positions at Reliance Insurance Agency, LLC, Lpl Financial, LLC, Rfg Advisory Group, LLC, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Independent Financial Group, LLC. Jon has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Texas. Currently, Jon is part of Independent Financial Group, LLC, which operates out of Birmingham, Alabama. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jon Dixon Work History
Independent Financial Group, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Lpl Financial, LLC
Rfg Advisory Group, LLC
Reliance Insurance Agency, LLC
Disclosures
Please visit the SEC profile of Jon Dixon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Group, LLC
New Britain, CT
San Diego, CA
Hartford, CT
Rockville, MD
San Diego, CA
San Juan Capistrano, CA
San Luis Obispo, CA
San Jose, CA
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