Dylan Breaux (CRD# 7690377) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Charles, LA and has 1 year of experience in the finance industry.
CRD# 2250123
Lpl Financial LLC
CRD# 3151320
J.p. Morgan Securities LLC
CRD# 2768598
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Lake Charles, LA | Feb 2023 - Current | 1 |
| Ameriprise Financial Services | Lake Charles, LA | Feb 2023 - Feb 2023 | < 1 |
| Pe Training Center | Lake Charles, LA | Apr 2021 - Feb 2023 | 1 |
| Twfg Kelly Lee Insurance | Lake Charles, LA | Aug 2020 - Apr 2021 | < 1 |
| Pe Training Center | Lake Charles, LA | Feb 2019 - Aug 2020 | 1 |
| College | Lake Charles, LA | Aug 2016 - May 2020 | 3 |
| Ameriprise Financial Services, LLC | Lake Charles, LA | Mar 2020 - Mar 2020 | < 1 |
| Orange Theory Fitness Lake Charles | Lake Charles, LA | Jun 2018 - Feb 2019 | < 1 |
| Green House Salad Company | Lake Charles, LA | Jun 2017 - Jun 2018 | 1 |
| Graywood Plantation Golf Course | Lake Charles, LA | Nov 2015 - Jul 2016 | < 1 |
| High School | Lake Charles, LA | Aug 2012 - May 2016 | 3 |
| J&j Exterminating Lake Charles | Lake Charles, LA | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- LA
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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