Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Brandon is an investment advisor representative who has been in the industry for more than 4 years. Dylan holds Series 7, Series 66 and SIE licenses. Dylan is currently registered with Assetmark, Inc. and is based in Concord, California. Previously, Dylan was associated with TD Ameritrade, Inc., in Canton, Ohio. Dylan provides financial and investment advisory services to individuals, investment companies, and pension and profit-sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
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.
1
2
CA
06/12/2023 - Present
Assetmark, Inc. (CONCORD CA)
OH
08/23/2019 - 01/11/2021
TD AMERITRADE, INC. (CANTON OH)
BOTH
Issued 09/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dylan Brandon is the right advisor for you? Invested Better is here to help.
