Dylan Daggett
Dylan Daggett is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 3 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
1400 Post Oak Blvd, Suite 150, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dylan is an associate financial advisor at Green Financial Group since June 2023. This takes about half of Dylan's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations1 state
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