Dylan Furlong (CRD# 7632276) is an Investment Advisor Representative working at L.m. Kohn & Company in Ann Arbor, MI and has 1 year of experience in the finance industry.
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
CRD# 2803401
Harbor Light Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L.m. Kohn & Company | Cincinnati, OH | Sep 2022 - Current | 1 |
| Leads Generate Sales | Ada, MI | Apr 2021 - Nov 2022 | 1 |
| Grand Valley State University | Allendale, MI | Jan 2002 - Apr 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- MI
-
Total Assets Under Management1,671MILLIONS
-
Total Number of Accounts5,706ACCOUNTS
-
Average Account Value$292,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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