Victoria DysonCRD Number: 6334010
Current Firm: Westmount Asset Management, LLC
Victoria Dyson (CRD# 6334010) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Westmount Asset Management, LLC||Los Angeles, CA||Dec 2016 - Current||1|
|Capital Bank And Trust Company||Los Angeles, CA||Jun 2016 - Dec 2016||< 1|
|Convergent Wealth Advisors||Potomac, MD||May 2014 - Jun 2016||2|
|Convergent Wealth Advisors, LLC||Potomac, MD||Sep 2013 - May 2014||< 1|
|American University||Washington, DC||Aug 2012 - May 2014||1|
|Akqa||Washington, DC||Jan 2013 - Aug 2013||< 1|
|3pillar Global||Fairfax, VA||Mar 2012 - Jan 2013||< 1|
|The Ad Solution, Inc.||Rockville, MD||Sep 2011 - Mar 2012||< 1|
|Unemployed||Leesburg, VA||Jun 2010 - Sep 2011||1|
|Heritage High School||Leesburg, VA||Sep 2006 - Jun 2010||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management2,496MILLIONS
Total Number of Accounts3,464ACCOUNTS
Average Account Value$720,503
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, ID, IL, MA, ME, MI, NE, NV, NY, OH, OR, TX, VA, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.