GB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
242 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$242.1M
Fee Structure
This document is an individual disclosure brochure for John Dixon, supplementing the ValueWealth Services, LLC brochure. It does not contain any fee information.
Areas of Practice
Insurance PlanningAnnuities
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Advisor Information
Office location
Upper Marlboro, MD
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
George is an independent insurance agent for multiple insurance agencies, transacting in insurance products including annuities. He spends about half his time in this role.
Employment History
Current Registrations
Valuewealth Services, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
April 2004 - July 2005 · 1 yr 3 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.