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Dylan Russell

6 Years of Experience
Columbus, IN
Broker

Dylan Russell is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbus, IN, with 6 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

3038 State St, Columbus, IN, 47201

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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 Activities

Dylan operates Integrity Wealth Management, providing financial services, and dedicates full-time hours to it. Dylan also co-owns rental property, but spends minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
March 2020 - Present · 6 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
June 2021 - March 2024 · 2 yrs 9 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Dylan Russell - Financial Advisor | TrueAdvisor