Tyler
Mullen
Dixon Financial Services
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About this Advisor
Tyler Mullen is a financial advisor working in Lafayette, California, who has 8 years of industry experience. Mullen is on the advisory team at Dixon Financial Services. Over the course of their career, they have held roles at Dioji Inc, Uc Santa Barbara, Dixon Finanacial Services, Inc and Npg Of California Keyt. Mullen maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in California. Dixon Financial Services is a business operating in Lafayette, California. It oversees $702 million in total assets across its 300 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 300 accounts, 39% are associated with high-net-worth clients who have greater than $1 million in assets. Dixon Financial Services offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Dixon Financial Services most likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dixon Financial Services Brokerage Details
$701,952,794
4
300
$2,339,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Tyler Mullen Work History
Tyler has been registered as a financial advisor for 8 years.*
Dixon Finanacial Services, Inc
Npg Of California Keyt
Dioji Inc
Uc Santa Barbara
Uc Santa Barbara
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tyler Mullen 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 Dixon Financial Services
Lafayette, CA
Lafayette, CA
Lafayette, CA
Lafayette, CA
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