Charles Dix Email & Phone Number
Senior Managing Director | Dix Fisher Price Financial Consulting Group @ U.S. Capital Wealth, LLC
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Charles Dix Location
- Dallas, TX, US
Charles Dix Work
- Senior Managing Director | Dix Fisher Price Financial Consulting Group @ (March 2016 - Present)
- Downtown Dallas Complex Manager and Senior Vice President Financial Advisor @ (May 2005 - March 2016)
- Branch Management and Senior Vice President Financial Advisor @ (June 1984 - May 2005)
Charles Dix Education
- Southern Medthodist University
Certified Financial Planning Program (Certified Financial Planning Program, Certified Financial Planning)
2010-2012 - University of Pennsylvania - The Wharton School
Program in corporate management (Program in corporate management, Business Management)
1988-1989 - Austin College
Liberal Arts (Liberal Arts, Business / Economics)
1980-1984
Charles Dix Skills
- Investments
- Wealth Management
- Finance
- Securities
- Financial Advisory
- Financial Services
- Management
- Estate Planning
- Strategic Planning
- Financial Analysis
- Risk Management
- Mutual Funds
- Sales
- Retirement Planning
- Business Development
- Marketing
- Business Planning
- Asset Allocation
- Financial Modeling
- Sales Management
- New Business Development
- Business Strategy
- Account Management
- Wealth Preservation Planning
- Portfolio Analysis
- Leadership
- Banking
- Business Analysis
Charles Dix Summary
- Charles Dix, based in Dallas, TX, US, is currently a Senior Managing Director | Dix Fisher Price Financial Consulting Group at U.S. Capital Advisors LLC. Charles Dix brings experience from previous roles at Wells Fargo Advisors and Morgan Stanley. Charles Dix holds a 2010 - 2012 Certified Financial Planning Program in Certified Financial Planning Program, Certified Financial Planning @ Southern Medthodist University. With a robust skill set that includes Investments, Wealth Management, Finance, Securities, Financial Advisory and more. Charles Dix has 3 emails and 1 mobile phone numbers on RocketReach.
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Top U.S. Capital Wealth, LLC Employees
Ken Mathieson
Managing Director
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James McDaniel
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Jon Meyer
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David King
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Jim Fortescue
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Bill Hurt
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Patrick Mendenhall
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Willa Sheridan
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Davis Rushing
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John Howle
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Brad Miller
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Shawn Jones
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Clint Turner
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Kasey de Jonckheere
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Kelly Rushing
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Karee Sampson
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Stephen Tolbert
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Jon Meyer
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Shay Scruggs
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Betsy Hodges
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