Robert E. Dixon

VERO ADVISORS

Littleton, CO

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CRD#: 4546317

Professional summary

Robert Esten Dixon II, who also goes by Bob Esten Dixon II, is a registered financial advisor currently at VERO ADVISORS, LLC located in Littleton, Colorado.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Esten Dixon Ii

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.

CURRENTLY I AM EMPLOYED AT VALOR CHRISTIAN HIGH SCHOOL AT 3775 E. GRACE BOULEVARD, HIGHLANDS RANCH, CO 80126, IN A NON INVESTMENT-RELATED CAPACITY AS AN ENGLISH TEACHER. I TOOK THIS POSITION IN JULY OF 2010 IN ORDER TO MAKE ENDS MEET UNTIL I CAN LIVE OFF OF MY INCOME FROM MY INVESTMENT ADVISORY AS AN INVESTMENT ADVISOR REPRESENTATIVE FOR MY RIA, VERO ADVISORS,LLC. I HAVE QUITE A BIT OF TIME TO FOCUS ON THE NEEDS OF MY CLIENTS DURING THE SUMMERS, VARIOUS BREAKS IN THE ACADEMIC CALENDAR, AND EVENING AND WEEKENDS, AND MY CLIENTS ARE AWARE OF THE TIME DEMANDS THIS JOB PLACES ON ME, WHICH AVERAGE OUT TO ABOUT 90 HOURS/MONTH. THOUGH THE BULK OF THESE HOURS OCCUR DURING MARKET HOURS, MY PRACTICE IS NOT HIGHLY SENSITIVE TO MARKET TRADING HOURS. IN THIS CAPACITY I TEACH A CLASSIC LITERATURE CURRICULUM RANGING FROM HOMER TO SHAKESPEARE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Esten Dixon II'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

November 29, 2011 - Present

VERO ADVISORS, LLC

RIA

CRD#: 156568

Littleton, CO

Past

August 6, 2002 - December 19, 2005

EDWARD JONES

CRD#: 250

LITTLETON, CO

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

Colorado
(11/29/2011)

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: 11/15/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/2002

General Securities Representative Examination

Current Firm

VERO ADVISORS, LLC

CRD#: 156568 / SEC#:

Colorado

Registered Investment Advisory firm - (11/29/2011 Approved)

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Contact information

Main Address

Littleton, CO

Mailing Address

Phone number

(720) 232-1373

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 16,702,827

Red Flags

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

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Robert E. Dixon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Esten Dixon II's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERO ADVISORS, LLC

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2010

Series 63

Date: 8/8/2002

Series 7

Date: 8/5/2002

Current Firm

VERO ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VERO ADVISORS, LLC

TRUST BUT VERIFY

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