Dylan McLeodCRD Number: 6376842
Current Firm: Securian Financial Services, Inc.
Dylan McLeod (CRD# 6376842) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Saint Louis, MO and has over 2 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Minnesota Life||St. Paul, MN||Jul 2014 - Current||3|
|Securian Financial Services Inc.||St. Paul, MN||Jul 2014 - Current||3|
|Renaissance Financial||St. Louis, MO||Jul 2014 - Current||3|
|Interface Security||Earth City, MO||Jun 2007 - May 2014||6|
|Marquette High School||Chesterfield, MO||Aug 2006 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV