Kaley Dillingham (CRD# 7345023) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Deer Trail, CO and has over 2 years of experience in the finance industry.
CRD# 2625158
Avantax Advisory Services
CRD# 4667724
Securities America Advisors, Inc.
CRD# 2647878
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deer Trail Rural Fire Protection District | Deer Trail, CO | Apr 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | Deer Trail, CO | Mar 2021 - Current | 3 |
| Lincoln Community Health Hospital | Hugo, CO | Feb 2021 - Current | 3 |
| Zyia Activewear | Draper, UT | Jan 2021 - Current | 3 |
| Moher Creative Group | Deer Trail, CO | Dec 2020 - Current | 3 |
| Byers Fire And Rescue | Byers, CO | Apr 2020 - Current | 4 |
| Kj Remodeling | Deer Trail, CO | Mar 2019 - Current | 5 |
| Applebee's Bar & Grill | Aurora, CO | Oct 2008 - May 2019 | 10 |
| League Of Conservation Voters | Aurora, CO | Aug 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
| S63 | Uniform Securities State Law Examination | Dec 2021 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
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