Brian Dixon
Investment adviser representative at Steward Partners Investment Advisory, LLC
17 yearsExperience
3 statesRegistered in
$36.7BFirm 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 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
17 years in the industry.
- Steward Partners Investment Advisory, LLCDec 2025 to now
- Steward Partners Global Advisory, LLCJun 2024 to now
- Steward Partners Investment Solutions, LLCJun 2024 to now
- Osaic, IncMay 2024 to Jun 2024
- Lincoln Financial Securities CorporationOct 2013 to May 2024
- Lincoln Financial AdvisorsOct 2009 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (IN, LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
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
- 5734889
- Firm CRD
- 283004