Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Clark is a registered Investment Advisor Representative in Texas. Dylan is affiliated with Intrua Financial and has been working in the industry since 2020. Dylan is a Series 65 license holder, having passed the Uniform Investment Adviser Law Examination in October 2021. Dylan's past professional experience includes roles at Baker and Company Advisory Group, Peak Brokerage Services, LLC, and Diamond Client Group, LLC. Dylan works primarily with High Net Worth Individuals, individuals other than High Net Worth, Charitable Organizations, and Pension and Profit Sharing Plans. Dylan's firm, Intrua Financial, is a registered investment advisor based in Houston, Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
12/01/2023 - Present
Intrua Financial (HOUSTON TX)
IA
Issued 10/27/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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