Peter David Dixon
Investment adviser representative at Waypoint Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$242.5MFirm 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 assetsFixed 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
10 years in the industry.
- Waypoint Wealth ManagementJan 2019 to now
- Waypoint Wealth ManagementOct 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MD).
Waypoint Wealth Management
Legal name: Waypoint Wealth Management, LLC
$242.5MAssets managed
207Clients
1Advisers
9 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
- 3083659
- Firm CRD
- 155574