Dylan Minor (CRD# 2245009) is an Investment Advisor Representative working at Omega Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry. Dylan Minor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Ucla | Los Angeles, CA | Jul 2018 - Current | 5 |
Argos Global Advisors, LLC | Santa Barbara, CA | Mar 2017 - Current | 7 |
Omega Financial Group, LLC | Santa Barbara, CA | Jun 2012 - Current | 11 |
Kellogg School Of Management | Evanston, IL | Jul 2011 - Jun 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1992 |
S65 | NASAA Investment Advisors Law Examination | Aug 1995 |
- CA
-
Total Assets Under Management410MILLIONS
-
Total Number of Accounts870ACCOUNTS
-
Average Account Value$470,873
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, OR, TX, WA
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