Dylan Giles (CRD# 7481380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Universal City, TX and has 1 year of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Universal City, TX | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Universal City, TX | Oct 2022 - Current | 1 |
| Northwestern Mutual | Austin, TX | Dec 2021 - Sep 2022 | < 1 |
| Texas State University | San Marcos, TX | Aug 2020 - May 2022 | 1 |
| Texas State University | San Marcos, TX | Jul 2021 - Dec 2021 | < 1 |
| Nike Factory Store | San Marcos, TX | Jul 2020 - Apr 2021 | < 1 |
| Rawson Industrial Controls | Corpus Christi, TX | Jul 2018 - Jul 2020 | 2 |
| Del Mar Community College | Corpus Christi, TX | Aug 2018 - May 2020 | 1 |
| Smoothie King | San Antonio, TX | Oct 2017 - May 2018 | < 1 |
| Northwest Vista Community College | San Antonio, TX | Aug 2017 - May 2018 | < 1 |
| Whataburger | Corpus Christi, TX | Feb 2016 - Jun 2017 | 1 |
| Tuloso-midway High School | Corpus Christi, TX | Jul 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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