Dylan Brennan (CRD# 4409676) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Indio, CA and has over 22 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Palm Desert, CA | Sep 2022 - Current | 1 |
| Brennan & Company | Palm Desert, CA | Dec 1996 - Current | 27 |
| Avantax Insurance Agency, LLC | Palm Desert, CA | Aug 2019 - Sep 2022 | 3 |
| Avantax Advisory Services | Palm Desert, CA | Jun 2014 - Sep 2022 | 8 |
| Avantax Investment Services, Inc. | Palm Desert, CA | Jun 2008 - Sep 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- CA
-
Total Assets Under Management3,713MILLIONS
-
Total Number of Accounts6,555ACCOUNTS
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Average Account Value$566,489
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AZ, CA, CO, FL, GA, HI, ID, MO, NV, NY, OR, TX, UT, WA
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