Karen Worthen Dixon
Investment adviser representative at Truist Advisory Services, Inc.
24 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Bb&t Securities, LLC.Dec 2019 to now
- Truist Advisory Services, Inc.Apr 2017 to now
- Suntrust Advisory Services, Inc.Apr 2017 to now
- Suntrust Investment Services, Inc.Feb 2017 to now
- Suntrust BankJan 2017 to now
- Bbva Securities Inc.May 2013 to Jan 2017
- Bbva Compass Insurance Agency, IncJul 2003 to Jan 2017
- Compass BankMay 2002 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2226187
- Firm CRD
- 283390