Benjamin Joseph Dixon

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2025 → Present
  Independent Financial Group, Llc
  Trenton, MI
• 06/2023 → Present
  Alderson & Alderson Pc
  Southlake, TX
• 11/2022 → 06/2023
  Rocket Mortgage
  Watauga, TX
• 03/2019 → 11/2022
  Southwest Sales
  Coppell, TX
• 03/2014 → 03/2019
  Masco Corporation
  Dallas, TX
• 01/2025 → Present
  Dixon & Associates
  Trenton, MI

Other Businesses

ALDERSON & ALDERSON, PC POSITION: Employee NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 40 START DATE: 06/05/2023 ADDRESS: 120 River Oaks, STE 140, Southlake TX 76092, United States DESCRIPTION: Bookkeeping, consulting, and tax filing services for business entities. DIXON ADVISORY GROUP LLC, DBA CORELEDGER SERVICES POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/06/2025 ADDRESS: 7428 Glen Drive, Watauga TX 76148, United States DESCRIPTION: Bookkeeping, consulting, and tax filing for businesses. DIXON & ASSOCIATES POSITION: Volunteer NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/20/2025 ADDRESS: 2836 West Jefferson, Trenton MI 48183, United States DESCRIPTION: Research assistant for CRM, communication and marketing systems.

Exams

• S66 Uniform Combined State Law Examination
  2024-12-23