Unclaimed Profile

Jon Benjamin Dixon

RFG ADVISORY GROUP, LLC·BIRMINGHAM, Alabama

SIE, Series 7, Series 24, Series 66Clean record21 years registeredRFG ADVISORY GROUP, LLC

1100 CORPORATE DRIVE, BIRMINGHAM, AL 35242CRD# 4789410Firm CRD# 158401

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Benjamin Dixon · BIRMINGHAM, AL

Registration

CRD #4789410 · RFG ADVISORY GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL GROUP, LLC

Feb 2023 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2015 – Feb 2023

Birmingham, AL

RFG ADVISORY GROUP, LLC

Aug 2011 – Oct 2015

BIRMINGHAM, AL

SECURITIES AMERICA ADVISORS, INC.

Nov 2004 – Aug 2011

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 15, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RFG ADVISORY, LLC

CRD 158401 · SEC 801-79153

AUM

$3.9B

Regulatory assets under management

Employees

195

17,871 client accounts

Services offered by RFG ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RFG ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Benjamin Dixon offer?

Jon Benjamin Dixon specializes in Financial Planning, Investment Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Jon Benjamin Dixon's credentials?

Jon Benjamin Dixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Benjamin Dixon located?

Jon Benjamin Dixon is based in BIRMINGHAM, Alabama, working with RFG ADVISORY GROUP, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Jon Benjamin Dixon charge for services?

Jon Benjamin Dixon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RFG ADVISORY GROUP, LLC?

RFG ADVISORY GROUP, LLC has approximately 195 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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