Peter David Dixon
CFP®Professional Summary
Peter David Dixon, CFP® is a registered financial advisor currently at WAYPOINT WEALTH MANAGEMENT located in Timonium, Maryland. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Retirement Planning
- Comprehensive Financial Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CALLAN & PALMER FINANCIAL ADVISORS, LLC | WAYPOINT WEALTH MANAGEMENT, LLC | WAYPOINT WEALTH MANAGEMENT
Contact Information
Main Address
9515 Deereco Road Suite 1001, Timonium, MD 21093Phone Number
(410) 561-3994# of Employees
1SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
555AUM (Assets Under Management)
$242,454,876Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CALLAN & PALMER FINANCIAL ADVISORS, LLC | WAYPOINT WEALTH MANAGEMENT, LLC | WAYPOINT WEALTH MANAGEMENT
State Registrations and Notice Filings
(9/30/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2000About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Peter David Dixon's CRS (Customer Relationship Summary).
Services Offered by Peter
- Investment Planning
- Retirement Planning
- Comprehensive Financial Planning
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