Visit Dixon Financial Group

Investment Center

Professional Financial Planning for CCCU Members

 

David S. Dixon, Certified Financial Planner™

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David Dixon

David Dixon

Founder of the Dixon Financial Group

Call: 702-982-8336

Visit his website:
dixonfinancialgrp.com

Clark County Credit Union has teamed up with David Dixon, founder of the Dixon Financial Group, LLC to create The Investment Center at Clark County Credit Union. This arrangement allows us to provide access to the services of David Dixon, an experienced Certified Financial Planner™ with over 25 years of planning and investment experience along with the financial strength of LPL Financial, the largest independent brokerage firm in the United States.*

  • A Certified Financial Planner™ for over 25 years in the Las Vegas area.
  • David’s clients have invested over $100 Million in assets through LPL Financial.
  • A registered Principal with LPL Financial, the largest independent broker/dealer in the U.S.*
  • Securities registrations held through LPL Financial: 6, 7, 22, 24, 26, 63, and 65 & licensed in the following states: AZ, CA, CO, GA, HI, IA, ID, MA, MT, NC, NE, NV, NY, OK, TX, UT, VA & WA.

"Working Towards Accumulating, Preserving, and Protecting Wealth"

David is well versed in Retirement and Estate Planning and Tax-Favored investing. With millions of dollars effectively managed in retirement accounts and most of his clients either approaching or enjoying retirement, David assists his clients with the goal of CREATING STREAMS OF INCOME AND AVOIDING RETIREMENT PLANNING DISASTERS. His investment approach is different in that he suggests investing with the goal of achieving a mix of different income streams as opposed to chasing phantom appreciation. You want income you can reinvest, not complexity. He assists his clients with the goal of avoiding retirement planning disasters by implementing retirement account distribution strategies with the goal of preserving and growing wealth for individuals and their families. He is a member of Ed Slott's Elite IRA Advisor Group, an exclusive group of advisors with expertise in retirement distribution planning. Ed Slott is a nationally recognized retirement account expert.  David studies and trains with Ed Slott as part of the Elite IRA Advisor Group. You will find David listed on Ed Slott's website at www.irahelp.com.

*Based on revenue, as reported in "Financial Planning" magazine, June 1996-2014.

Ed Slott's Elite IRA Advisor Group is a separate entity from LPL Financial.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or it's licensed affiliates. Clark County Credit Union (CCCU) and the Investment Center located at CCCU are not registered broker/dealers and are not affiliated with LPL Financial. 

Not NCUA or ASI Insured - Not Credit Union Guaranteed - May Lose Value

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