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Financial ADVSR advisor directory · SEC adviser records

Dixon Financial Services financial advisors in Lafayette, CA

Every SEC-registered investment adviser representative at a Dixon Financial Services office in Lafayette, A to Z.

The short answer

6 registered advisors work at Dixon Financial Services in Lafayette, out of 6 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Dixon Financial Services advisors in Lafayette, A to Z

Every Dixon Financial Services advisor →

Dixon Financial Services advisors in every city and state →Dixon Financial Services: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lafayette

All Lafayette advisors →

Osaic Wealth, Inc. 16The Mather Group, LLC 4American Investors Company 3Gebhardt Group, Inc. 3Lewis Asset Management 3Mai Capital Management, LLC 3Mosher Financial Advisors LLC 3

Questions

How many financial advisors does Dixon Financial Services have in Lafayette?

6 investment adviser representatives are registered at Dixon Financial Services offices in Lafayette, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Dixon Financial Services one of the largest advisor employers in Lafayette?

Dixon Financial Services ranks number 2 in Lafayette by registered advisors; Osaic Wealth, Inc. has the most, with 16.

How do I check a Dixon Financial Services advisor in Lafayette?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Dixon Financial Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.