Dylan Torrey (CRD# 7514378) is an Investment Advisor Representative working at Obelisk Financial LLC in Milton, VT and has 1 year of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Torrey Taxes And Business Services, LLC | Milton, VT | Oct 2023 - Current | < 1 |
| Obelisk Financial LLC | Milton, VT | Jun 2023 - Current | < 1 |
| Tabs, Inc. | St. Albans, VT | Jan 2023 - Aug 2023 | < 1 |
| Unemployed | Milton, VT | Oct 2022 - Jan 2023 | < 1 |
| Avantax Investment Services Inc. | St. Albans, VT | May 2022 - Oct 2022 | < 1 |
| Unemployed | Milton, VT | Jan 2022 - Apr 2022 | < 1 |
| Slink's Auto Body And Paint | Milton, VT | Nov 2021 - Dec 2021 | < 1 |
| Dealerpolicy Insurance | Williston, VT | Jun 2019 - Nov 2021 | 2 |
| Lkq Corporation | Colchester, VT | Sep 2015 - May 2019 | 3 |
| Subway | Milton, VT | Apr 2014 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- VT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
VT
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