TC
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
2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401
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
Troy is affiliated with ValueWealth Services LLC and is an agent for Modern Life Brokerage, selling fixed insurance products. He also works as a sole proprietor providing snow removal services.
Employment History
Current Registrations
Valuewealth Services, LLC
September 2019 - Present · 6 yrs 4 mos
Dmk Advisor Group, INC. Broker
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Dmk Advisor Group, INC.
June 2019 - December 2020 · 1 yr 6 mos
The Institute
May 2019 - March 2020 · 10 mos
Institute for Wealth Advisors, INC.
December 2018 - April 2019 · 4 mos
Armstrong Dixon
June 2017 - December 2018 · 1 yr 6 mos
LPL Financial LLC Broker
May 2017 - December 2018 · 1 yr 7 mos
Lincoln Financial Advisors Corporation
May 2017 - June 2017 · 1 mo
Lincoln Financial Advisors CorporationBroker
June 2013 - June 2017 · 4 yrs
State Registrations5 states
MDNJORPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.