Wayne
Freeman
Dixon Financial Services
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About this Advisor
Wayne Freeman is a financial advisor who works in Lafayette, California with a total of 26 years of relevant experience. Freeman is currently employed by Dixon Financial Services. Over the course of their career, Freeman has held roles at Dixon Financial Services Inc and Assante Capital Management. Freeman has a Series 63 license, qualifying them as a securities agent, and can advise clients in California. Dixon Financial Services is a financial advisory firm operating in Lafayette, California. It handles $702 million in assets between its 300 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves three charities and foundations. Of its 300 client accounts, 39% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors largely are based on which services are provided. However, fee types charged by Dixon Financial Services likely include some blend 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
Wayne Freeman Work History
Wayne has been registered as a financial advisor for 26 years.*
Assante Capital Management
Dixon Financial Services Inc
*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 Wayne Freeman 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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