Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Branson is an Investment Advisor Representative with LPL Financial LLC, located in Mt. Airy, Maryland. Dylan holds Series 7TO, Series 66 and SIE licenses. Dylan has been in the financial services industry since August 2022. Before joining LPL Financial LLC, Dylan was registered with Grove Point Investments, LLC. Dylan currently holds active licenses in Maryland, Texas, Virginia, Illinois, North Carolina, and Pennsylvania.
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.
1
2
MD
06/07/2024 - Present
LPL Financial LLC (MT. AIRY MD)
MD
08/24/2022 - 06/11/2024
GROVE POINT INVESTMENTS, LLC (Rockville MD)
BOTH
Issued 10/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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