Unclaimed Profile

Michael Alan Dixon

BELLATORE FINANCIAL, INC.·SAN JOSE, California

SIE, Series 7, Series 24, Series 63Clean record34 years registeredBELLATORE FINANCIAL, INC.

6203 SAN IGNACIO AVENUE, SAN JOSE, CA 95119CRD# 1767122Firm CRD# 143543

Profile Verification

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

Identity

Michael Alan Dixon · SAN JOSE, CA

Registration

CRD #1767122 · BELLATORE FINANCIAL, INC. · 34 years registered

Brand Profile

Not yet started

Career History

DIXON FINANCIAL SERVICES

Jul 1992 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 17, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELLATORE FINANCIAL, INC.

CRD 143543 · SEC 801-68251

AUM

$513M

Regulatory assets under management

Employees

1,717 client accounts

Services offered by BELLATORE FINANCIAL, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BELLATORE FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Alan Dixon offer?

Michael Alan Dixon specializes in Investment Management, Wealth Management. Contact their office in SAN JOSE, California for a consultation.

What are Michael Alan Dixon's credentials?

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

Where is Michael Alan Dixon located?

Michael Alan Dixon is based in SAN JOSE, California, working with BELLATORE FINANCIAL, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.

How does Michael Alan Dixon charge for services?

Michael Alan 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 BELLATORE FINANCIAL, INC.?

BELLATORE FINANCIAL, INC. has approximately 4 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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