Dylan Brandon (CRD# 6973025) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 4 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Girard, PA | Feb 2021 - Current | 3 |
| Assetmark Financial Holdings, Inc. | Girard, PA | Feb 2021 - Current | 3 |
| Td Ameritrade | Columbia, MD | Jun 2019 - Jan 2021 | 1 |
| Td Ameritrade | State College, PA | Jun 2018 - Jun 2019 | 1 |
| Penn State | State College, PA | Aug 2015 - May 2019 | 3 |
| Moe's Southwest Grill | State College, PA | Feb 2018 - Aug 2018 | < 1 |
| Safari Grille | Erie, PA | May 2017 - Aug 2017 | < 1 |
| Pizza Hut | Erie, PA | Oct 2016 - May 2017 | < 1 |
| Hometown Pizzeria | Girard, PA | Dec 2013 - Aug 2016 | 2 |
| Dino Jump | Lake City, PA | Jun 2013 - Aug 2016 | 3 |
| Girard High School | Girard, PA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- PA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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