DM
DM

Dylan Mcevilly

8 Years of Experience
Farmington Hills, MI
1 DisclosureBroker

Dylan Mcevilly is a registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2016
Final
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2018 - May 2018 · 1 mo
Wells Fargo Clearing Services, LLCBroker
December 2017 - May 2018 · 5 mos
State Registrations6 states
FLILMDMIPASC
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.