Dylan Ray Ramos
Investment adviser representative at LPL Financial LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Dylan Ray Ramos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- Capital AnalystsOct 2023 to Jul 2026
- Lincoln InvestmentOct 2023 to Jul 2026
- AgiaDec 2022 to Oct 2023
- Valic Financial Advisors, Inc.Aug 2018 to Oct 2023
- UnemployedMay 2018 to Jul 2018
- JustoursSep 2017 to Apr 2018
- Scott Brothers GlobalMay 2017 to Sep 2017
- Schoolyard EventsJan 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, NV).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6991348
- Firm CRD
- 6413