DL
Dixie Lee Klaibert
CRD 4672459
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Beacon Hill Wealth Management Ltd | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Beacon Hill Wealth Management Ltd
Chief Compliance Officer · Less than 5% · Feb 2024
-
Beacon Hill Wealth Management Ltd
Shareholder · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗