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Dylan Nix

Paulson Investment Co. LLC

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About Dylan Nix

Dylan Nix is a financial advisor with Paulson Investment Co. LLC. Dylan has been in the financial services industry since December 2021 and is registered to sell securities in 9 states. Dylan holds the Series 7, 63, and 66 licenses and is registered with FINRA. Prior to joining Paulson Investment Co. LLC, Dylan worked at J.P. Morgan Securities LLC.

Firm Information

Dylan Nix is currently registered with Paulson Investment Co. LLC. Paulson Investment Co. LLC is a Limited Liability Company formed on March 23, 2017, and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has a history of 33 regulatory events, 1 civil event, 8 arbitrations, and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Dylan Nix’s Registration & Firm History

CA

07/11/2022 - Present

Paulson Investment Co. LLC (Walnut Creek CA)

CA

12/04/2021 - 07/05/2022

J.P. MORGAN SECURITIES LLC (SANTA ROSA CA)

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Licenses & Designations

BC

Issued 12/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Dylan Nix. Review regulatory record here.
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