Brian Michael Dixon
Investment adviser representative at Kingswood Wealth Advisors, LLC
11 yearsExperience
17 statesRegistered in
ChFC®, CFP® certificationDesignations
$3.8BFirm assets
Are you Brian Michael Dixon? Claim your profile
Contact this firm
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
11 years in the industry.
- Kingswood Wealth Advisors, LLCJan 2024 to now
- Kingswood Capital PartnersJan 2024 to now
- City National BankJan 2021 to Dec 2023
- RBC Capital Markets, LLCJun 2020 to Jan 2024
- Pinnacle BankOct 2017 to Jun 2020
- Raymond James Financial Services Advisors Inc.Oct 2017 to Jun 2020
- Raymond James Financial Services, Inc.Oct 2017 to Jun 2020
- SuntrustApr 2015 to Oct 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 17 states (AZ, CA, FL, GA, IN, KY, LA, MI, MS, NC, NY, OH, PA, SC, TN, TX, WA).
Kingswood Wealth Advisors, LLC
$3.8BAssets managed
11,425Clients
122Advisers
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
- 4567985
- Firm CRD
- 288792