Evan Christopher dula Dixon
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Jan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- UnemployedSep 2024 to Jan 2025
- Raymond James & Associates, IncMay 2024 to Sep 2024
- Dixon FinancialJun 2019 to Apr 2024
- Gradually Rebuilding Ownership Within Teen Hearts LLCJun 2016 to Jun 2019
- The Pointe College and Leadership AcademyAug 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 6285259
- Firm CRD
- 7691