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Carol Anne Dixon

Carol A. Dixon

YOUR PLANNING PARTNER LLC
Palm Beach Gardens, FL 33410
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CRD#: 5220257
Carol Anne Dixon

Professional summary

Carol Anne Dixon, CFP® is a registered financial advisor currently at YOUR PLANNING PARTNER LLC located in Palm Beach Gardens, Florida.

Carol is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Carol has worked at 2 firms .

top-8-questions

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.
AXA Network, LLC; investment related: Yes; Location of the business: 40 Monument Rd. Bala Cynwyd, PA 19004; Description of the business: Insurance sales; Position Title: Insurance broker; Responsibilities Duties: Insurance sales; Start date with business: 2017-04-11; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carol Anne 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®
CFP®

Certified Financial Planner

Start date: 2014

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

February 25, 2014 - July 29, 2016

CARL DOMINO INC.

RIA
CRD#: 131528
WEST PALM BEACH, FL

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)

Exams

Current Firm

YP
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts214
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.

Company Information

YOUR PLANNING PARTNER LLC

CRD#: 283647Palm Beach Gardens, FL 33410

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