Dylan CostelloCRD Number: 7052071
Current Firm: Valmark Advisers, Inc.
Dylan Costello (CRD# 7052071) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Valmark Advisers, Inc.||Akron, OH||Jul 2022 - Current||< 1|
|Valmark Securities, Inc.||Akron, OH||Jun 2022 - Current||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Dec 2018 - Current||4|
|Minnesota Life||St. Paul, MN||Dec 2018 - Current||4|
|Tax And Financial Group||Newport Beach, CA||Dec 2018 - Current||4|
|Innovative Metal Industries||San Bernadino, CA||Oct 2017 - Dec 2018||1|
|Pizza Port Brewing Company||Carlsbad, CA||Oct 2015 - Aug 2017||1|
|Air Care Ambulance Company||Carlsbad, CA||Mar 2017 - Jul 2017||< 1|
|California State University Of San Marcos||San Marcos, CA||Aug 2011 - May 2016||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management7,506MILLIONS
Total Number of Accounts13,514ACCOUNTS
Average Account Value$555,441
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
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