Dallin Wilcox
Dallin Wilcox is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Layton, UT, with 6 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
Firm Size
IM Fee
Assets Under Management
Location
177 E Antelope Drive, Suite A, Layton, UT, 84041
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dallin is a financial advisor at Legacy Financial Strategies, which is the DBA for their Raymond James book of business, dedicating about a quarter of his time. He is also an associate/employee and president at Northridge Investments, dedicating more than half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations13 states
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