Years of Experience
5-20+ Years
ARTESIA, CA
25 Years Experience
0 Disclosures
ADVISOR BIO
Dwight Nakata is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $100 billion in assets under management. Dwight is a Certified Financial Planner with over 20 years of experience in the industry. Dwight has a strong understanding of financial planning, portfolio management, and retirement planning. Dwight has been registered as a broker since 1999. He is currently registered in California, Delaware, Florida, Nevada, New York and Wisconsin, and has held positions at Cetera Investment Advisers LLC, Yamada & Nakata CPAS, and Cetera Financial Specialists LLC. In addition to being a financial advisor, Dwight is also an active member of the community. Dwight is a committee member of the California Society of CPAs, a board member of the Orange County Academic Decathlon and a member of the Finance Committee of the California State University Alumni Association.
SPECIALIZATIONS
VALENCIA, CA
5 Years Experience
1 Disclosures
ADVISOR BIO
Dwight Wolfe is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets. Dwight has been in the financial industry since 2019 and is registered in 23 states. Dwight has passed several industry exams, including the Series 7TO, Series 66, and SIE exams. Dwight's experience is in offering financial planning, pension consulting, and portfolio management services. In addition to Dwight's work at LPL Financial, Dwight also works as a business owner.
SPECIALIZATIONS
Irvine, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Dylan Costello is a financial advisor with over 4 years of experience in the industry. Dylan holds the Series 7TO and Series 66 licenses and has been registered with Valmark Advisers, Inc. since July 2022. Dylan specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and investment companies. Dylan has a strong track record of helping clients achieve their financial goals.
SPECIALIZATIONS
NEWPORT BEACH, CA
0 Disclosures
ADVISOR BIO
Dylan Brooks is a financial advisor with Beacon Pointe Advisors, LLC. Dylan has been a financial advisor since August 2017. Dylan holds the Series 65 and has passed the Uniform Investment Adviser Law Examination. Dylan is also a Certified Financial Planner™. Dylan has a diverse background in finance, having worked in the industry for more than six years. Dylan has experience working with high-net-worth individuals, corporations, and charitable organizations. Dylan provides a wide range of financial services, including financial planning, portfolio management, and investment consulting.
SPECIALIZATIONS
SANTA ROSA, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Dylan Carey is a financial advisor with LPL Financial LLC. Dylan is a registered representative of LPL Financial LLC, licensed to provide investment advisory services in Arizona, California, Oregon and Texas. Dylan Carey is a financial professional with over 7 years of experience in the industry. Dylan has earned the Series 7TO, Series 66 and SIE licenses. Dylan's current office location is in Petaluma, CA.
SPECIALIZATIONS
CORONA, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Dylan Ray Aschoff is a financial advisor who is registered in multiple states. Dylan has been in the industry since November 16, 2014, and has worked at both Edward Jones and LPL Financial LLC. Dylan is currently a registered representative of LPL Financial LLC and provides investment advisory services to individuals, corporations and trusts.
SPECIALIZATIONS
Westlake Village, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Dylan Venuti is a financial advisor at Morgan Stanley. Dylan is a registered representative in California and Texas. Dylan's expertise includes portfolio management for businesses, individuals, and investment companies. Dylan's background includes previous experience at Qdoba Mexican Eats, Laramie Boomerang, Subway, Sprouts Farmers Market, and Morgan Stanley.
SPECIALIZATIONS
CHICO, CA
7 Years Experience
0 Disclosures
ADVISOR BIO
Dylan Mull is a financial advisor at Edward Jones. Dylan has been in the financial services industry since 2017. Dylan holds Series 6, 7, 63, and 66 securities licenses as well as a state insurance license. Dylan is registered with the state of California, Texas and Michigan. Edward Jones is a well established firm that offers financial planning, portfolio management and retirement planning.
SPECIALIZATIONS
Santa Rosa, CA
0 Disclosures
ADVISOR BIO
Dylan James Evans is a Registered Investment Advisor Representative with AE Wealth Management, LLC. Dylan is registered to provide investment advice in California and Texas. Dylan has been in the financial services industry since 2018 and previously worked at Korbin Financial Services. Dylan has a Series 65 license, the Uniform Investment Adviser Law Examination. Dylan specializes in providing financial planning, portfolio management, pension consulting and educational seminars.
SPECIALIZATIONS
CARLSBAD, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Dylan Lindsay is a financial advisor registered with Osaic Wealth, Inc.. Dylan works in the Carlsbad, CA branch office of Osaic Wealth, Inc.. Dylan has been in the industry since 2022 and has worked with both SAGEPOINT FINANCIAL, INC. and Osaic Wealth, Inc..
SPECIALIZATIONS