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Colin Stevens Dixon

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC·CHARLOTTE, North Carolina
Series 65Clean record4 years registeredMILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
3540 TORINGDON WAY, CHARLOTTE, NC 28277CRD# 7473584Firm CRD# 117868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colin Stevens Dixon · CHARLOTTE, NC
Registration
CRD #7473584 · MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
Sep 2024 – present
EXPAND FINANCIAL, LLC
Dec 2021 – Sep 2024
WINSTON SALEM, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 16, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
CRD 117868 · SEC 801-76544
AUM
$1.7B
Regulatory assets under management
Employees
6
703 client accounts
Services offered by MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Colin Stevens Dixon offer?
Colin Stevens Dixon specializes in Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Colin Stevens Dixon's credentials?
Colin Stevens Dixon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colin Stevens Dixon located?
Colin Stevens Dixon is based in CHARLOTTE, North Carolina, working with MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Colin Stevens Dixon charge for services?
Colin Stevens 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 MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC?
MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC has approximately 6 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MILLENNIUM INVESTMENT AND RETIREMENT ADVISORS, LLC

Ricky Gene Canipe
CHARLOTTE, NC
James Matthew Holland
CHARLOTTE, NC

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Nearby cities in North Carolina
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City Guides
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Research
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