LPL Financial
45yrs
Top advisor by experience in Lafayette
35yrs
Wayne Freeman
Full name on record: Wayne Thomas Freeman
Financial advisor at Dixon Financial Services
Wayne Freeman is a financial advisor in Lafayette, California, with 35 years in the industry. Wayne joined Dixon Financial Services in 1997, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets and hourly fees.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in Lafayette
OfficeLafayette, CA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$3.21 million
Advisors at the firm6
States licensed ?1 state
Services through Dixon Financial Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 1997 – nowDixon Financial ServicesCurrent firm
Contact Wayne
(925) 283-3104Dixon Financial Services main office Lafayette, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Wayne
How do I contact Wayne?
Call Dixon Financial Services at (925) 283-3104 and ask for Wayne Freeman. Wayne works from the Lafayette, CA office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 1991, about 35 years. Top 7% by experience in Lafayette.
What licenses does Wayne hold?
Series 63. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wayne paid?
Dixon Financial Services reports being paid by a percentage of the assets they manage, hourly fees. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
43yrs
Top 1% by experience in California
Osaic Wealth
41yrs
Top 3% by experience in California
Dixon Financial Services
36yrs
Top advisor by experience at Dixon Financial Services
Evergreen Wealth Advisors
35yrs
Top 6% by experience in Lafayette
Raymond James Financial Services Advisors
34yrs
Top 9% by experience in Lafayette