Newport Beach, CA Corporate Plaza Dr Office

Barbara Lynn Allison is a financial advisor with Equitable Advisors in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at Commonwealth Financial Network for 10 years and is the president and owner of Allison Financial Group, Inc. She serves as trustee of personal and inherited trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

James Dixon is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network and Bay Alarm Company. Dixon also serves as a trustee or co-trustee for three immediate family trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Victoria Dixon is a financial advisor with Equitable Advisors in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. She previously worked at Commonwealth Financial Network and is a member of Allison Financial Group, Inc. Dixon also serves as a trustee for two immediate family trusts. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to offer a range of advisory and brokerage solutions.

Katherine Dixon is a financial advisor at Equitable Advisors with one year of industry experience. Prior to her advisory role, she worked in the retail sector with companies including Vans, VF Corporation, and Forever 21. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed third-party managers.