Michael J. Dixon

YOUR PLANNING PARTNER LLC

Palm Beach Gardens, FL 33410

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CRD#: 2452034

Professional summary

Michael J Dixon is a registered financial advisor currently at YOUR PLANNING PARTNER LLC located in Palm Beach Gardens, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

MICHAEL J. DIXON ASSOC. ACCOUNTING AND TAX SERVICES OWNER 50 HOURS A MONTH I am a self-employed CPA, but no commissions are received for my work.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Dixon's CRS (Customer Relationship Summary).

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

Current

July 13, 2016 - Present

YOUR PLANNING PARTNER LLC

Office #1: 3801 Pga Blvd #600, Palm Beach Gardens, FL 33410

RIA

CRD#: 283647

Palm Beach Gardens, FL

Past

March 21, 2006 - October 4, 2016

CARL DOMINO INC.

RIA

CRD#: 131528

WEST PALM BECH, FL

Past

April 27, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

April 27, 1999 - January 19, 2005

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/13/2016)

IAR

New Jersey
(7/22/2016)

IAR

Pennsylvania
(8/1/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/7/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/26/1999

General Securities Representative Examination

Current Firm

YOUR PLANNING PARTNER LLC

PLANNERS INCORPORATED | YOUR PLANNING PARTNER LP | YOUR PLANNING PARTNER LLC

CRD#: 283647 / SEC#:

Florida

Registered Investment Advisory firm - (7/13/2016 Approved)

New Jersey

Registered Investment Advisory firm - (7/22/2016 Approved)

Ohio

Registered Investment Advisory firm - (6/1/2018 Approved)

Pennsylvania

Registered Investment Advisory firm - (8/1/2016 Approved)

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Contact information

Main Address

3801 Pga Blvd #600, Palm Beach Gardens, FL 33410

Mailing Address

923 Haddonfield Rd Ste 300 Pmb 677, Cherry Hill, NJ 08002

Phone number

(561) 301-0008

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 70,129,274

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.

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Michael J. Dixon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael J Dixon's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUR PLANNING PARTNER LLC

CARL DOMINO INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2006

Series 63

Date: 6/21/1999

Series 7

Date: 4/26/1999

Current Firm

YOUR PLANNING PARTNER LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

YOUR PLANNING PARTNER LLC

TRUST BUT VERIFY

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