Doreen Antoinette Dixon

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2002 → 08/2017
  H.D. Vest Investment Services
  Voorhees, NJ
• 02/2005 → 08/2017
  H.D. Vest Advisory Services
  Voorhees, NJ
• 08/2017 → 09/2025
  Avantax Insurance Agency, Llc
  Voorhees, NJ
• 02/1991 → Present
  Doreen Dixon Income Tax Preparation Services
  Voorhees, NJ
• 11/2002 → 12/2021
  New Jersey Division Of Gaming Enforcement
  Trenton, NJ
• 08/2017 → 09/2025
  Avantax Investment Services, Inc.
  Voorhees, NJ
• 08/2017 → 09/2025
  Avantax Advisory Services
  Voorhees, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Voorhees, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-09-27 → 2025-09-05
  Avantax Advisory Services
  Voorhees, NJ
• 2005-03-04 → 2017-08-03
  Avantax Advisory Services
  Voorhees, NJ

Other Businesses

1) Doreen Dixon Income Tax Preparation~'NIR'~14 Flamingo Court~Voorhees~NJ~08043~Tax Preparation/Accounting~Owner/Sole Proprietor~2/1/1991~80hrs~40hrs~Only processes personal income tax returns for clients. 2) Delta Sigma Theta Sorority~'NIR'~P.O. Box 1334~Bellmawr~NJ~08099~Other~Other~5/1/1979~5hrs~0hrs~Promotes financial literacy among members|Avantax Insurance Agency and/or Avantax Insurance Services~'NIR'~3200 Olympus Blvd., Suite 100~Dallas~TX~75019~Insurance Agent~Insurance Sales Agent~6/1/2002~80hrs~40hrs~Insurance Agent. 3) TURBO TAX; POSITION: Tax Associate NATURE: 1. Prepare federal and state tax returns for individuals.2. Answer tax related questions to assist customers in preparing their own tax returns.3. Provide customer support using Turbo Tax software. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2021; ADDRESS: 14 FLAMINGO COURT, VOORHEES NJ 08043, United States; DESCRIPTION: 1. Prepare federal and state tax returns for individuals.2. Answer tax related questions to assist customers in preparing their own tax returns.3. Provide customer support using Turbo Tax software.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-19
• S63 Uniform Securities Agent State Law Examination
  1997-03-10

Other Names

• Doreen Antoinette Dixon
• Doreen A Dixon