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Robert Dixon III

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Mexico, MO 65265

Credentials

Series 63, Series 65

Industry experience

30 years

About

Robert Dixon III is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2004. Outside of his advisory work, Dixon is involved as a swim coach at the YMCA and performs as an entertainer for weddings and events. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists to deliver investment advice.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

222 S Jefferson St., Suite 207

Mexico, MO 65265

Most active in

Missouri

Work history

Cambridge Investment Research Advisors

2005 - Present (21 years)

Cambridge Investment Research, Inc

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew B

Series 65

Mexico, MO

Baker Capital Management

Andrew Baker is the sole advisor at Baker Capital Management in Mexico, Missouri, holding a Series 65 designation with seven years of industry experience. He has operated under the Baker Capital Management name since 1991. Baker Capital Management provides portfolio management services for individuals, trusts, estates, and charitable organizations, managing approximately 45 client relationships with $13.4 million in assets. The firm emphasizes fundamental analysis for security selection, focusing on long-term equity holdings and bond portfolios structured to generate stable income, with asset allocations tailored to individual client needs.

Wealth management
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Scott A

Series 63, Series 65

Centralia, MO

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Scott Angell is a financial advisor with Angell Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Angell Capital Management since 2000 and was previously with 1522 Long Term Care Advisors, LLC from 2018 to 2024. Angell Capital Management provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment process emphasizes asset allocation through traditional methods, quantitative techniques, and behavioral finance, primarily using mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

General retirement planning Cash flow / budgeting
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Debra H

Series 63, Series 65

Mexico, MO

GWN Securities Inc.

Debra Hopke is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked at GWN Securities since 2010 and also maintains a CPA practice, Hopke & Associates, specializing in tax preparation and financial statement services. Additionally, she serves as treasurer for the Laddonia-Farber Special Road District and is a brand partner for a health-phototherapy company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm operates a large network of advisors and offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Gara C

Series 66

Mexico, MO

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Gara Cornelison Analla is a financial advisor with Edward Jones in Mexico, Missouri. She holds a Series 66 designation and has 13 years of industry experience, having worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of over 23,700 financial advisors. The firm provides both discretionary and non-discretionary advisory services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Todd G

Series 63, Series 66

Mexico, MO

Edward Jones

Todd Geeson is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert G

Series 63

Centralia, MO

Edward Jones

Robert George is a financial advisor with Edward Jones in Centralia, MO, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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