Susan Murray Dixson
Investment adviser representative at Headland Capital
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$559.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Headland CapitalDec 2024 to now
- Headland Capital, LLC (9q5b)Dec 2024 to now
- LPL Financial LLCSep 2021 to Jun 2026
- Maryland Financial Group, Inc. dba Coastal Wealth ManagementSep 2021 to Dec 2024
- Bank of America, N.A.Aug 2013 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2013 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (SC).
Headland Capital
Legal name: Headland Capital, LLC
$559.3MAssets managed
656Clients
10Advisers
2 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
- 2425278
- Firm CRD
- 332277