People Moves
Who's Moving Where In Wealth Management? β LPL Financial
The latest moves, appointments and personnel changes in the North American wealth management sector.
LPL Financial
LPL Financial
has welcomed financial advisor Brandon Dixon-James, to its
broker-dealer, RIA and custodial platforms to launch Resilient
Wealth Management.
Dixon-James, who is joining from Osaic, has served about $250 million in advisory, brokerage and retirement plan assets.
Based in Fresno, California, Dixon-James founded Resilient Wealth Management in 2020. His team includes director of client events and Dixon-Jamesβ wife Nicole James, operations associate Edith Corrales and front office representative Amelia Kitchens.
Dixon-James is a member of Kappa Alpha Psi Fraternity and
volunteers for the CFP Board Center for Financial Planning.
