Dix Fisher Financial Consulting Group

EST. AUM
$300,000,000

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3

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Firm Details

Metro area Dallas
CRD Number
Website uscallc.com
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Overview

The Dix-Fisher Financial Consulting Group of U.S. Capital Advisors believes that their team-based approach to wealth management gives clients the optimal mix of personal service and experienced counsel to help them build, manage, preserve, and transition their wealth. A 30-year veteran of the financial services industry, Charles has been dedicated to helping his clients monitor and manage their investments and accomplish their overall financial goals with comprehensive wealth planning. Charles oversaw the Downtown Dallas, Texas branch of the Wells Fargo Advisors Private Client Group office and now oversees the Downtown Dallas, Texas branch of US Capital Advisors. He began his career as a financial advisor in 1984 and has continued to serve as a financial advisor on his wealth management team throughout his management roles. His extensive experience—throughout major shifts in the financial markets—enables Charles to help his clients structure well-balanced investment portfolios.

Platform Details

See in Dakota

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See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Dix Fisher Financial Consulting Group

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