Edward DinanCRD Number: 5397794
Current Firm: Financial Engines Advisors LLC
Edward Dinan (CRD# 5397794) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Sunnyvale, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Financial Engines Advisors LLC||Sunnyvale, CA||Jan 2013 - Current||4|
|Thornburg Investment Management||Santa Fe, NM||Apr 2011 - Jan 2013||1|
|Thornburg Investment Management||Santa Fe, NM||Aug 2008 - Apr 2011||2|
|Merrill Lynch||Albuquerque, NM||Jul 2007 - Aug 2008||1|
|Sento Corporation||Albuquerque, NM||Jul 2007 - Jul 2007||< 1|
|Sento Corporation||Albuquerque, NM||Feb 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management113,424MILLIONS
Total Number of Accounts932,089ACCOUNTS
Average Account Value$121,688
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops