Dillon Kell (CRD# 7199996) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
Company Name | Location | Dates | Years |
---|---|---|---|
Orion Advisor Technology | Omaha, NE | Jun 2022 - Current | 1 |
Orion Portfolio Solutions | Omaha, NE | Jun 2022 - Current | 1 |
Thrasher Inc. | Omaha, NE | Mar 2021 - Jun 2022 | 1 |
Pacific Life Insurance Company | Omaha, NE | May 2019 - Feb 2021 | 1 |
Election Systems & Software | Omaha, NE | May 2018 - Aug 2019 | 1 |
Unemployed | Omaha, NE | Aug 2010 - May 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
S63 | Uniform Securities State Law Examination | Feb 2020 |
- NE
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Total Assets Under Management53,844MILLIONS
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Total Number of Accounts299,169ACCOUNTS
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Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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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