Unclaimed Profile

Claire Louise Dixon

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC·SARASOTA, Florida

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

501 NORTH CATTLEMEN ROAD, SARASOTA, FL 34232CRD# 6734426Firm CRD# 132070

Profile Verification

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

Identity

Claire Louise Dixon · SARASOTA, FL

Registration

CRD #6734426 · GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Claire Louise Dixon is a registered financial advisor based in SARASOTA, Florida, affiliated with GLOBAL FINANCIAL PRIVATE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

AUM

$2.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at GLOBAL FINANCIAL PRIVATE CAPITAL, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6734426

Firm CRD# 132070

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Claire Louise Dixon offer?

Claire Louise Dixon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SARASOTA, Florida for a consultation.

What are Claire Louise Dixon's credentials?

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

Where is Claire Louise Dixon located?

Claire Louise Dixon is based in SARASOTA, Florida, working with GLOBAL FINANCIAL PRIVATE CAPITAL, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Claire Louise Dixon charge for services?

Claire Louise Dixon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL FINANCIAL PRIVATE CAPITAL, LLC?

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC has approximately 25 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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