Doreen
Dixon

Avantax Advisory Services

CRD#2850766
Investment Advisor
in Voorhees, NJ

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About this Advisor

Doreen Dixon is a financial advisor who works in Voorhees, New Jersey who has 6 years of relevant experience. Dixon is on the advisory team at Avantax Advisory Services. The advisor has gained experience at Camden County Municipal Utility Authority, H.D. Vest Investment Services, H.D. Vest Advisory Services, Avantax Insurance Agency, LLC, Doreen Dixon Income Tax Preparation Services, New Jersey Division Of Gaming Enforcement, Avantax Investment Services, Inc and Avantax Advisory Services. Dixon has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey. Avantax Advisory Services is a financial advisory business operating out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 financial advisors. It administers $31 billion in assets under management across its 123,393 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. Avantax Advisory Services has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees are based on which services are provided. Fee types billed by Avantax Advisory Services most likely consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Voorhees, NJ

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Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

NJ Average: $3,042,739,679
Total Number of Employees

2,433

NJ Average: 49
Total Number of Accounts

123,393

NJ Average: 2,315
Average Account Size

$250,972

NJ Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Doreen Dixon Work History

Doreen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Avantax Insurance Agency, LLC

2017 - Present (7 years)

Avantax Investment Services, Inc

2017 - Present (7 years)

Avantax Advisory Services

1991 - Present (33 years)

Doreen Dixon Income Tax Preparation Services

2005 - 2017 (12 years)

H.D. Vest Advisory Services

2002 - 2017 (15 years)

H.D. Vest Investment Services

2002 - 2021 (19 years)

New Jersey Division Of Gaming Enforcement

1996 - 2016 (20 years)

Camden County Municipal Utility Authority

*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 Doreen 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 Avantax Advisory Services

Steven Hansen
Pine River, MN
Ryan Newton
Irving, TX
Elisabeth Baldwin
Irving, TX
Neil Nowitzke
Ann Arbor, MI
Jeanne Helmar
Lansdale, PA
Frederick Jackson
Irving, TX
Shane Ellingson
Irving, TX
Nicholas Randone
Melville, NY

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.

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