SD
SD

Samuel Josiah Dixon

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
646 clients
Average Client Portfolio
$365K average
Assets Under Management
$235.9M

Fee Structure

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Location

111 N. Orange Avenue, Suite 775, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Samuel works as a financial advisor at Oxford Advisory Group, LLC, focusing on insurance sales and services. This activity takes nearly all of Samuel's time.

Employment History
Current Registrations
Oxford Wealth Group, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Ae Wealth Management, LLC
June 2017 - August 2022 · 5 yrs 2 mos
USA Financial Securities Corporation
January 2017 - March 2017 · 2 mos
Eqis Capital Management
December 2015 - June 2017 · 1 yr 6 mos
Foundations Investment Advisors LLC
November 2015 - December 2015 · 1 mo
State Registrations3 states
FLSCTX
Advisor
Exams
No exam information available for this advisor.