Peter
Dixon
Waypoint Wealth Management
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About this Advisor
Peter Dixon is a financial advisor based in Lutherville Timonium, Maryland, working with Waypoint Wealth Management. Peter has previously held positions at Financial Council Inc, Commonwealth Financial Network, and Waypoint Wealth Management. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Peter is part of Waypoint Wealth Management, which operates out of Lutherville Timonium, Maryland. The firm has 1 office and 4 employees. The firm manages assets totaling $193.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Waypoint Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waypoint Wealth Management Brokerage Details
$193,636,840
4
549
$352,708
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Peter Dixon Work History
Waypoint Wealth Management
Waypoint Wealth Management
Waypoint Wealth Management
Commonwealth Financial Network
Financial Council Inc
Disclosures
Please visit the SEC profile of Peter 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 Waypoint Wealth Management
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
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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