Amy
Dixon
Lpl Financial LLC
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About this Advisor
Amy Dixon is a financial advisor based in Clear Lake, Iowa with a total of 2 years of industry experience. Dixon is on the advisory team at Lpl Financial LLC. During their career, the advisor has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Thrivent Investment Management Inc, Thrivent Financial, Securities America, Inc, Securities America Advisors and Lpl Financial LLC. Dixon holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Iowa. Lpl Financial LLC is a firm operating out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in total assets across its 1,688,501 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely vary depending on the services. However, fees charged by Lpl Financial LLC likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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
- Educational seminars/workshops
- Other
Amy Dixon Work History
Amy has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Thrivent Investment Management Inc
Thrivent Financial
Securities America, Inc
Securities America Advisors
Princor Financial Services Corporation
Principal Life Insurance Company
*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 Amy 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 Lpl Financial LLC
Fort Mill, SC
Bellevue, WA
Rochester, NY
Crystal Lake, IL
Ann Arbor, MI
Vienna, VA
Los Angeles, CA
Worcester, MA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
