Dylan Roth (CRD# 7519601) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Charles, MO and has 1 year of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Credit Union | Saint Louis, MO | Apr 2022 - Current | 2 |
| Lpl Financial LLC | Charles, MO | Mar 2022 - Current | 2 |
| Alltru Investment Services | Wentzville, MO | Jan 2022 - Current | 2 |
| Vantage Credit Union | Saint Louis, MO | Jul 2021 - Apr 2022 | < 1 |
| Wood & Huston Bank | Cape Girardeau, MO | Dec 2019 - May 2021 | 1 |
| Full-time Student | Cape Girardeau, MO | Aug 2017 - May 2021 | 3 |
| Rich's Frozen Custard | Festus, MO | May 2018 - Aug 2018 | < 1 |
| Rich's Frozen Custard | Festus, MO | May 2017 - Aug 2017 | < 1 |
| Full-time Student | Festus, MO | Jan 2012 - Apr 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- MO
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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