Dallin WilcoxCRD Number: 6941664
Current Firm: Raymond James Financial Services Advisors, Inc.
Dallin Wilcox (CRD# 6941664) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Layton, UT and has over 3 years of experience in the finance industry.
Rock House Financial
Stratos Wealth Partners, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Raymond James Financial Services, Inc.||Layton, UT||Nov 2019 - Current||3|
|Raymond James Financial Services, Inc.||Layton, UT||Apr 2019 - Nov 2019||< 1|
|Brigham Young University||Provo, UT||Aug 2015 - May 2019||3|
|Church Of Jesus Christ Of Latter Day Saints||Maple Valley, WA||Jul 2013 - Aug 2015||2|
|Layton High School||Layton, UT||Aug 2010 - Jul 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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, 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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