Dilworth Lyman (CRD# 4686881) is an Investment Advisor Representative working at Your Financial Partnership in Lees Summit, MO and has over 20 years of experience in the finance industry. Dilworth Lyman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| One Advisory Partners, LLC | Overland Park, KS | Oct 2022 - Current | 1 |
| Virtual Planning Group, Llc, Dba Your Financial Partnership | Lees Summit, MO | May 2018 - Current | 6 |
| Waddell & Reed, Inc. | Overland Park, KS | Jun 2006 - Apr 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- KS
- MO
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$145,172
- 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
- Selection of other advisers (including private fund managers)
KS, MO
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