Dylan Levey
Dylan Levey is a registered investment advisor at Cetera Investment Advisers LLC, based in Hoover, AL, with 25 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1957 Hoover Court, Suite 210, Hoover, AL, 35226
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Dylan sells and services fixed indexed annuities and owns Diamond Head Building LLC, a commercial rental property, and another single-family rental house. He also runs Top Market Financial Advisors, LLC, which provides investment products and insurance solutions, and works as an insurance agent for Avantax Insurance Agency/Services, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Bbva Securities INC.Broker
PNC Managed Account Solutions, INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INCBroker
Bbva Compass Investment Solutions, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.