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Dylan Devin

8 Years of Experience
San Diego, CA
BrokerSells Insurance

Dylan Devin is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 8 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9275 Sky Park Court, Suite 350, San Diego, CA, 92123

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dylan is an associate financial professional for Decker Financial, doing business as Cetera Business. He also sells group insurance through Chubb.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 7 yrs 3 mos
Cetera Investment Services LLC
June 2019 - Present · 7 yrs 3 mos
Previous Registrations
Foresters Financial Services, INC.Broker
January 2018 - June 2019 · 1 yr 5 mos
State Registrations15 states
AZCACOGAHIIDMOMTNCNVNYORTXUTVA
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.
Dylan Devin - Financial Advisor | TrueAdvisor