Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Gregory Levey is a financial advisor with Avantax Advisory Services. Dylan is a registered representative with the firm since 2021. The firm is headquartered in Dallas, Texas, and Dylan is licensed in the state of Alabama. Dylan is a licensed financial advisor with over 20 years of experience. Dylan was previously registered with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and Amsouth Investment Services, Inc., Dylan began his career at American Express Financial Advisors Inc. in 2000.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AL
08/03/2021 - Present
Avantax Advisory Services (Hoover AL)
AL
05/16/2013 - 08/02/2021
BBVA SECURITIES INC. (BIRMINGHAM AL)
AL
05/03/2007 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BIRMINGHAM AL)
AL
02/15/2001 - 02/08/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MN
12/11/2000 - 01/31/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/11/2000 - 01/31/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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