Unclaimed Profile

Peter David Dixon

WAYPOINT WEALTH MANAGEMENT, LLC·TIMONIUM, Maryland

SIE, Series 6, Series 7, Series 63, Series 65Clean record23 years registeredWAYPOINT WEALTH MANAGEMENT, LLC

9515 DEERECO ROAD, TIMONIUM, MD 21093CRD# 3083659Firm CRD# 155574

Profile Verification

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

Identity

Peter David Dixon · TIMONIUM, MD

Registration

CRD #3083659 · WAYPOINT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

WAYPOINT WEALTH MANAGEMENT

Sep 2015 – present

COMMONWEALTH FINANCIAL NETWORK

Apr 2009 – Sep 2015

TOWSON, MD

FSC SECURITIES CORPORATION

Feb 2009 – Apr 2009

TOWSON, MD

FINANCIAL COUNCIL ASSET MANAGEMENT INC

Aug 2008 – Jan 2016

TOWSON, MD

ADVANTAGE CAPITAL CORPORATION

May 2003 – Feb 2009

TOWSON, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT WEALTH MANAGEMENT, LLC

CRD 155574 · SEC 801-110641

AUM

$194M

Regulatory assets under management

Employees

549 client accounts

Services offered by WAYPOINT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter David Dixon offer?

Peter David Dixon specializes in Financial Planning, Investment Management. Contact their office in TIMONIUM, Maryland for a consultation.

What are Peter David Dixon's credentials?

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

Where is Peter David Dixon located?

Peter David Dixon is based in TIMONIUM, Maryland, working with WAYPOINT WEALTH MANAGEMENT, LLC. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.

How does Peter David Dixon charge for services?

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

How large is WAYPOINT WEALTH MANAGEMENT, LLC?

WAYPOINT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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