Susan
Dixson
Maryland Financial Group, Inc
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About this Advisor
Susan Dixson is a financial advisor based in Rockville, Maryland, working with Maryland Financial Group, Inc. Susan has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Maryland Financial Group, Inc Dba Coastal Wealth Management, and Lpl Financial LLC. Susan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Susan is part of Maryland Financial Group, Inc, which operates out of Rockville, Maryland. The firm has 18 offices and 40 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Maryland Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maryland Financial Group, Inc Brokerage Details
$1,112,399,451
40
3,859
$288,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan Dixson Work History
Maryland Financial Group, Inc Dba Coastal Wealth Management
Lpl Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Susan Dixson 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 Maryland Financial Group, Inc
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Marietta, GA
Mount Pleasant, SC
Lutherville Timonium, MD
Jacksonville, FL
Rockville, MD
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