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RD

Roy Dixon

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CRD#: 1659422
RD

Professional summary


Roy Dixon JR was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Roy is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, Roy had worked at 5 firms, which includes PROFESSIONAL ASSET MANAGEMENT INC., SIGMA FINANCIAL CORPORATION, TRANSAMERICA FINANCIAL ADVISORS LLC, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, EQUITABLE ADVISORS LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Roy Dixon

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 29, 2007 - April 23, 2010

PROFESSIONAL ASSET MANAGEMENT, INC.

BD
CRD#: 21125
TROY, MI
Past

February 23, 2007 - May 29, 2007

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
DETROIT, MI
Past

March 23, 1994 - March 7, 2007

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
DETROIT, MI
Past

January 1, 1992 - December 31, 1993

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

April 28, 1987 - August 23, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

April 28, 1987 - August 23, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/14/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PA
PROFESSIONAL ASSET MANAGEMENT, INC.
PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 21125 / SEC#: , 8-38813

BD
Terminated by SEC on 10/28/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Michigan since 09/10/1987
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
FLAM, JOAN EDWINAMO/CORP. SEC.719351
JOHNSON, PETER CHARLESPRESIDENT/TREASURER/CCO854653

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 21125

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