Dylan Devin (CRD# 6854384) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in San Diego, CA and has over 6 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | San Diego, CA | Oct 2019 - Current | 4 |
| Cetera Investment Services LLC | Saint Cloud, MN | Jun 2019 - Current | 4 |
| Foresters Financial Services | San Diego, CA | Sep 2017 - Jun 2019 | 1 |
| San Diego State University | San Diego, CA | Aug 2013 - May 2018 | 4 |
| Mgm Resorts International | Las Vegas, NV | Jun 2017 - Aug 2017 | < 1 |
| Aztec Shops | San Diego, CA | Jun 2015 - Aug 2017 | 2 |
| The Tavern By Roy Yamaguchi | Princeville, GA | Jun 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- CA
- NY
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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