Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan McDowell is a financial advisor with Corient based in Houston, Texas. Dylan holds a Series 7TO, Series 66 and SIE license. Dylan has been in the financial industry for at least four years and has experience with AXA Advisors, LLC, LPL Financial LLC and Avalon Wealth Management LLC. Dylan specializes in providing financial advice to high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Dylan also offers a variety of financial planning services, including investment management, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
05/02/2023 - Present
Corient (Houston TX)
TX
05/12/2022 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
TX
07/11/2019 - 05/02/2022
LPL FINANCIAL LLC (THE WOODLANDS TX)
TX
03/29/2019 - 06/13/2019
AXA ADVISORS, LLC (HOUSTON TX)
BOTH
Issued 05/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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