Dixon Speaker
Advisor at Kestra Advisory
Updated today
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
Kestra Advisory
Location
Wayne, PA 19087
Credentials
CFP®, Series 63
Industry experience
12 years
Client services
Based on Kestra Advisory
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Location
1200 Liberty Ridge Drive, Suite 110
Wayne, PA 19087
Most active in
Dixon S has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
Kestra Advisory Services,LLC
2025 - Present (1 year)
Kestra Investment Services, LLC
2025 - Present (1 year)
LPL Financial
2024 - 2025 (1 year)
Self employed
2021 - 2023 (2 years)
THE Vanguard Group, Inc.
2013 - 2024 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Beth D
CFP®, Series 63
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Ben S
CFP®
Malvern, PA
Ketwich Capital LLC
Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.
Eric T
Series 65
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Damon G
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West Chester, PA
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Timothy C
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Jonathan M
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