Stephen Boyd Dixon
Investment adviser representative at Birchwood Financial Partners, Inc.
12 yearsExperience
2 statesRegistered in
CFADesignation
$853.2MFirm assets
Are you Stephen Boyd 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
12 years in the industry.
- Birchwood Financial Partners, Inc.Mar 2014 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Birchwood Financial Partners, Inc.
$853.2MAssets managed
763Clients
9Advisers
12 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
- 5455240
- Firm CRD
- 169962