Dylan Blomgren (CRD# 6176803) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Grass Valley, CA and has over 8 years of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5142926
State Farm Investment Management Corp.
CRD# 1852661
Mariner Independent
| Company Name | Location | Dates | Years |
|---|---|---|---|
| N/a | Granite Bay, CA | Aug 2022 - Current | 1 |
| Owens Estate And Wealth | Grass Valley, CA | Jul 2020 - Current | 3 |
| Sierra Foothill Asset Management, Inc. | Grass Valley, CA | Jun 2020 - Current | 3 |
| Raymond James Financial Services | Grass Valley, CA | Aug 2016 - Current | 7 |
| Raymond James Financial Services Advisors Inc. | Grass Valley, CA | Aug 2016 - Current | 7 |
| Owens Capital Asset Management | Grass Valley, CA | Aug 2016 - Jun 2020 | 3 |
| Bank Of America | Pleasanton, CA | Feb 2016 - Aug 2016 | < 1 |
| Edward Jones | St Louis, MO | Dec 2014 - Jan 2016 | 1 |
| Altair Global | Walnut Creek, CA | Aug 2014 - Nov 2014 | < 1 |
| Mclaughlin Renovations And Construction | Moraga, CA | Jan 2013 - Jul 2014 | 1 |
| Saint Mary's College | Moraga, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- CA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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