Brian
Dixon

Charles Schwab Investment Management, Inc

CRD#5724698
Investment Advisor
in San Francisco, CA

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About this Advisor

Brian Dixon is a financial advisor based in San Francisco, California, working with Charles Schwab Investment Management, Inc. Brian has previously held positions at Wasmer Schroeder and Charles Schwab Investment Management, Inc. Brian has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Brian is part of Charles Schwab Investment Management, Inc, which operates out of San Francisco, California. The firm has 107 offices and 857 employees. The firm manages assets totaling $1.1 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Charles Schwab Investment Management, Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

211 Main Street
San Francisco, CA 94105

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Charles Schwab Investment Management, Inc Brokerage Details

Total Assets Under Management

$1,098,805,397,188

CA Average: $7,578,581,321
Total Number of Employees

857

CA Average: 43
Total Number of Accounts

304,509

CA Average: 3,727
Average Account Size

$3,608,450

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Dixon Work History

2020 - Present (4 years)

Charles Schwab Investment Management, Inc

2018 - 2020 (2 years)

Wasmer Schroeder

2017 - 2018 (1 year)

Wasmer Schroeder

2014 - 2017 (3 years)

Wasmer Schroeder

2012 - 2014 (2 years)

Wasmer Schroeder

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 Charles Schwab Investment Management, Inc

Jesse Renda
San Francisco, CA
Daniel Griffith
San Francisco, CA
Stephen Mcculloch
Lone Tree, CO
Trevor Durham
San Francisco, CA
Connor Jacobs
Lone Tree, CO
Catherine Weigel
San Francisco, CA
Jamie Peek
San Francisco, CA
Brian Dixon
San Francisco, 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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