Advisor at First Citizens Asset Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Citizens Asset Management, Inc
Location
Richmond, VA 23230
Credentials
Series 63, Series 65
Industry experience
5 years
Colleen Dixon is a financial advisor with First Citizens Investor Services, Inc. in Richmond, VA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her prior roles include positions at Wells Fargo, Bank of America, and PNC Bank. She also serves as an institutional consultant at First Citizens Asset Management, where she advises clients on investment management and retirement plans. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm uses a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.
Based on First Citizens Asset Management, Inc
$50,000 - $100,000: 2.00% $100,001 - $200,000: 1.75% $200,001 - $500,000: 1.25% $500,001+: 1.00%
Certain IARs receive commissions for securities and insurance products sold separately from advisory fees.
Account minimum: $50,000
6800 Paragon Place, Suite 115
Richmond, VA 23230
Virginia
First Citizens Asset Management
2022 - Present (4 years)
First Citizen Investor Services
2020 - Present (6 years)
First Citizen Bank
2020 - Present (6 years)
Wells Fargo
2018 - 2020 (2 years)
Bank of America
2017 - 2018 (1 year)
PNC Bank
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
CFP®, CFA®, Series 65
Richmond, VA
Noble Hill Planning LLC
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