Investment adviser representative · Your Planning Partner LLC
Michael J. Dixon
CRD 2452034 · Palm Beach Gardens, FL
At a glance
Michael J. Dixon is an investment adviser representative with Your Planning Partner LLC in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2006, about 20 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Your Planning Partner LLCSince August 2016Palm Beach Gardens, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.