Dylan Mitchell
Dylan Mitchell is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 4 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
Firm Size
IM Fee
Assets Under Management
Location
1616 S Main St, Tulsa, OK, 74119
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dylan sells fixed insurance through a general brokerage agency, dedicating a few hours per week. He is also a partner at Mitchell Financial Group, Inc. and a financial professional at Guide Wealth Partners, spending nearly full-time hours on financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations7 states
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