Dwayne Dilley
Dwayne Dilley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bellevue, WA, with 39 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
14205 SE 36th St., Ste 100, Bellevue, WA, 98006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dwayne is an independent insurance agent since 1987, dedicating minimal time to this activity. He is also an advisory representative of a RIA, CIRA, spending nearly full-time hours per week. Additionally, Dwayne works as a financial professional utilizing the DBA name Puget Sound Retirement Services, dedicating nearly full-time hours per week, and works as an agent and notary, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cetera Advisor Networks LLC
Senior Financial Advisors, INC.
Cetera Advisor Networks LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Equitable Variable Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.