Dylan Locke (CRD# 6328924) is an Investment Advisor Representative working at Perpetual Capital Advisors, LLC in Reno, NV and has over 9 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Art Of Wealth Management | Reno, NV | Oct 2022 - Current | 1 |
| Cwm, LLC | Omaha, NE | Oct 2022 - Current | 1 |
| Perpetual Capital Advisors, LLC | Reno, NV | Aug 2017 - Oct 2022 | 5 |
| Perpetual Capital Advisors, LLC | Reno, NV | Feb 2017 - Oct 2022 | 5 |
| Perpetual Capital Advisors, LLC | Reno, NV | Feb 2017 - Oct 2022 | 5 |
| Perpetual Insurance Advisors Series, Nv Series LLC | Reno, NV | Feb 2017 - Oct 2021 | 4 |
| Mml Investor Services LLC | Minneapolis, MN | May 2015 - Jun 2017 | 2 |
| Abowd & Rose Financial Group | Minneapolis, MN | Aug 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- NV
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Total Assets Under Management17MILLIONS
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Total Number of Accounts262ACCOUNTS
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Average Account Value$65,751
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NV
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