Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dream? Claim Your ProfileDream Lyn Obrien is a financial advisor with LPL Financial LLC based in DICKINSON, ND. Dream has been in the industry since 2003. Dream is licensed in ND and TX and has a Series 7 and Series 66. Before joining LPL Financial LLC, Dream worked for Investment Centers of America, Inc. and PrimeVest Financial Services, Inc. Dream is an independent investment advisor through ICA Group Wealth Management, LLC and works with high net worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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ND
03/06/2020 - Present
LPL Financial LLC (DICKINSON ND)
ND
07/08/2008 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (DICKINSON ND)
ND
08/12/2003 - 07/08/2008
PRIMEVEST FINANCIAL SERVICES, INC. (DICKINSON ND)
BOTH
Issued 10/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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