Dylan Brinkmann, financial advisor Phoenix AZ

Dylan Brinkmann

CRD Number: 6591793
Current Firm: Raymond James Financial Services Advisors, Inc.

Dylan Brinkmann (CRD# 6591793) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Phoenix, AZ Nov 2021 - Current < 1
Raymond James Financial Services Phoenix, AZ Aug 2021 - Current < 1
Silvertree Wealth Partners Phoenix, AZ Aug 2021 - Current < 1
Transamerica Capital, Inc. Denver, CO May 2017 - Aug 2021 4
Edward Jones Cave Creek, AZ Mar 2017 - Jun 2017 < 1
Unemployed Scottsdale, AZ Jan 2017 - Mar 2017 < 1
Balboa Capital Scottsdale, AZ Jun 2016 - Dec 2016 < 1
Northwestern Mutual Tucson, AZ Dec 2015 - Jun 2016 < 1
University Of Arizona: Tree Ring Lab Tucson, AZ Mar 2015 - Jun 2016 1
University Of Arizona Tucson, AZ Aug 2012 - May 2016 3
Home Depot Phoenix, AZ Jun 2013 - Aug 2013 < 1
Sonic Drive-in Anthem, AZ Jun 2009 - Aug 2012 3
Boulder Creek High School Anthem, AZ Aug 2008 - Jun 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S66 NASAA Uniform Combined State Law Examination Nov 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dylan J. Brinkmann
Phone Number: 727-567-3020
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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