Dylan Whitcraft
Dylan Whitcraft is a registered investment advisor at LPL Financial LLC, based in Bonney Lake, WA, with 9 years of industry experience. Dylan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Bonney Lake, WA
Get directionsHistory
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.
Exams
More Advisors
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