Dixon & Company, CPA's, Wealth Managers* |
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21025 Springbrook Plaza Drive Phone: (281) 444-0247 (800) 597-8023 |
*Securities and advisory services offered through SagePoint Financial, Inc., a registered broker-dealer and SEC registered investment advisor. Member FINRA and SIPC. Dixon and Company is a member of AICPA and Texas State Board of Public Accountancy and not affiliated with SagePoint Financial Inc,. Inc or registered as a broker dealer. Additional investment advisory services offered through Dixon & Company , a registered investment advisor not affiliated with SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, ID, LA, MI, NC, OH, OK, OR, SC, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.