Dylan Whitcraft
Dylan Whitcraft is a registered investment advisor at LPL Financial LLC, based in Bonney Lake, WA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Bonney Lake, WA
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Regulatory History (1)
Financial
October 2020Other Business Activities
Dylan operates under the DBA "BECU Investment Services" for their LPL business. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward JonesBroker
Edward Jones
MML Investors Services, LLC
MML Investors Services, LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
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.