Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Lewis is a financial professional with over 30 years of experience in the financial services industry. Dylan is currently registered with Stephens in Austin, TX. Dylan holds a Series 7, Series 63, and Series 65 license. Dylan specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension plans. Dylan has been working in Austin since 2001. Previously, Dylan worked for Morgan Keegan & Company, Inc. in Memphis, TN. Dylan also has experience working for Crews & Associates, Inc. in Little Rock, AR and Dickinson & Co. in Des Moines, IA.
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.
Earned based on transactions or products sold.
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.
1
2
TX
12/05/2001 - Present
Stephens (Austin TX)
TN
12/08/1993 - 11/30/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AR
09/09/1992 - 09/02/1993
CREWS & ASSOCIATES, INC. (LITTLE ROCK AR)
IA
07/14/1992 - 08/27/1992
DICKINSON & CO. (DES MOINES IA)
NA
02/03/1992 - 07/29/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 08/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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