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Claire Louise Dixon

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC·SARASOTA, Florida
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501 NORTH CATTLEMEN ROAD, SARASOTA, FL 34232CRD# 6734426Firm CRD# 132070
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
AUM
$2.3B
Regulatory assets under management
Employees
25
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6734426
Firm CRD# 132070
1 disclosure on file
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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