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Dylan Brinkmann

8 Years of Experience
Phoenix, AZ
1 DisclosureBroker

Dylan Brinkmann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2222 W Pinnacle Peak Road, #160, Phoenix, AZ, 85027

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History

Regulatory History (1)
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Criminal
August 2013
Final Disposition
Other Business Activities

Dylan is an associate/employee at SilverTree Collective, which serves as an umbrella company for various groups, dedicating about 10-20% of his time. He also works as a Wealth Advisor at SilverTree Wealth Partners, dedicating nearly full-time hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2021 - Present · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Transamerica Capital, INC.Broker
July 2017 - September 2021 · 4 yrs 2 mos
State Registrations17 states
AZCACOFLILKSKYMAMDMONVNYOKPATXUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.