Dayne Ventrone (CRD# 7195476) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Sun City, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Jan 2023 - Current | 1 |
| Oxford Retirement And Estate Planning | Sun City, AZ | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Chandler, AZ | Nov 2020 - Jan 2023 | 2 |
| Pacific Capital Resource Group | Scottsdale, AZ | Oct 2019 - Oct 2020 | 1 |
| Unemployed | Phoenix, AZ | Jul 2019 - Oct 2019 | < 1 |
| Uber | Phoenix, AZ | Jan 2019 - Jun 2019 | < 1 |
| Self-employed Tutoring | Guangzhou, | Jul 2018 - Dec 2018 | < 1 |
| Jiaxin Xishan Primary School | Guangzhou, | Sep 2014 - Jul 2018 | 3 |
| Boys And Girls Club | Fountain Hills, AZ | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- AZ
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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