Dylan Ramos (CRD# 6991348) is an Investment Advisor Representative working at Lincoln Investment in Castle Rock, CO and has over 5 years of experience in the finance industry. Dylan Ramos 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Oct 2023 - Current | < 1 |
| Capital Analysts | Fort Washington, PA | Oct 2023 - Current | < 1 |
| Agia | Houston, TX | Dec 2022 - Oct 2023 | < 1 |
| Valic Financial Advisors, Inc. | Lakewood, CO | Aug 2018 - Oct 2023 | 5 |
| Unemployed | Las Vegas, NV | May 2018 - Jul 2018 | < 1 |
| Schoolyard Events | Las Vegas, NV | Jan 2015 - May 2018 | 3 |
| Justours | Las Vegas, NV | Sep 2017 - Apr 2018 | < 1 |
| Scott Brothers Global | Las Vegas, NV | May 2017 - Sep 2017 | < 1 |
| Aria Resort & Casino | Las Vegas, NV | Feb 2016 - Oct 2016 | < 1 |
| Aria Resort & Casino | Las Vegas, NV | Mar 2015 - Feb 2016 | < 1 |
| Aria Resort And Casino | Las Vegas, NV | Aug 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- CO
- IL
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
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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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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