Who We Are
Who We Are
David was initially licensed in 1981 and earned his CFP® in 1989. After years of industry experience with a number of financial service firms, it was his desire to provide a more intimate experience for his clients and provide objective and independent advice. To meet that objective, he started the Dixon Financial Group, LLC (DFG) in January of 2004 and affiliated with the largest independent broker/dealer, LPL Financial*. At the same time, he partnered with the Clark County Credit Union to formulate the Investment Center at CCCU to provide financial planning and investment services to the members of the Clark County Credit Union. Later on, he formed a similar relationship with SONEPCO FCU, which has since become SCE FCU to provide the same services to their members through SCEFCU Wealth Management. DFG has grown from approximately $50 million of client invested assets in 2004 to over $150 million today. The firm enjoys working relationships with a number of CPA’s and Attorney’s that we can consult with to help us address our client’s tax and estate planning needs.
*As reported by Financial Planning Magazine, June 1996-2017, based on total revenue.