Brian
Dixon
Kingswood Wealth Advisors, LLC
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About this Advisor
Brian Dixon is a financial advisor based in San Diego, California, working with Kingswood Wealth Advisors, LLC. Brian has previously held positions at Suntrust, Raymond James Financial Services, Inc, Pinnacle Bank, Rbc Capital Markets, LLC, Kingswood Capital Partners, Kingswood Wealth Advisors, City National Bank, and Raymond James Financial Services Advisors Inc. Brian has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Washington. Currently, Brian is part of Kingswood Wealth Advisors, LLC, which operates out of San Diego, California. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 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, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
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
- Other
Brian Dixon Work History
Kingswood Capital Partners
Kingswood Wealth Advisors
Rbc Capital Markets, LLC
City National Bank
Raymond James Financial Services, Inc
Pinnacle Bank
Raymond James Financial Services Advisors Inc
Suntrust
Suntrust
Disclosures
Please visit the SEC profile of Brian 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 Kingswood Wealth Advisors, LLC
American Fork, UT
Manhattan Beach, CA
San Diego, CA
Henderson, NV
San Diego, CA
Fullerton, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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