Dylan BarreraCRD Number: 6319336
Current Firm: Lincoln Investment
Dylan Barrera (CRD# 6319336) is an Investment Advisor Representative working at Lincoln Investment in Las Vegas, NV and has over 3 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
The Investment Counsel Company
Hornor, Townsend & Kent, Inc.
|Lincoln Investment Planning||Wyncote, PA||Jun 2014 - Current||3|
|Center For Teaching Excellence||Las Vegas, NV||Jul 2011 - Current||6|
|University Of Nevada Las Vegas||Las Vegas, NV||Jul 2008 - Dec 2013||5|
|Bishop Gorman High School||Las Vegas, NV||May 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
AK, AL, AR, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV