Broker Check

Nevada Wealth Advisor


David Dixon, CFP® 

Mr. Dixon is a CERTIFIED FINANCIAL PLANNER™ Professional, a Registered Principal with LPL Financial, and has over 35 years of planning and investment experience. David is well-versed in Retirement and Estate Planning and Tax-Favored Investing. With over $200 Million dollars effectively managed in retirement accounts, and most of his clients either approaching or enjoying retirement, David assists his clients in creating streams of income and aims to avoid retirement planning disasters. His investment approach is radically different in that he suggests investing to achieve a mix of different income streams as opposed to chasing phantom appreciation. You want income you can reinvest, not complexity. To help avoid retirement planning disasters he works with clients to implement retirement account distribution strategies designed with the goal to preserve and grow wealth for individuals and their families. He holds Series 6, 7, 24, 22, 26, 63, and 65, securities registrations with LPL Financial. In addition, David also has an insurance license.

David is a member of Ed Slott's Master Elite IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, David has access to training modules and workshops to further his knowledge on the topic to better serve his clients. This group is not affiliated with LPL Financial and is by invitation only to financial professionals. You will find David listed on Ed Slott's website at www.irahelp.com.

David grew up in Las Vegas, Nevada. He and his wife Jana have been married for over 43 years and are the parents of 5 boys and have 16 grandchildren. He spends his free time with his family and enjoys the outdoors, including hunting, fishing, camping, and hiking.

David's qualifications include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) for over 35 years in the Las Vegas area
  • Financial Industry Regulatory Authority (FINRA): 6, 7, 24, 22, 26, 63, and 65
  • Serves over $150 Million in brokerage and advisory assets through LPL Financial

 

To schedule an appointment, please call 702.982.8336 or email team@dfgadvisors.net, today.