Dylan Jesse Ricord
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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 LLCMay 2025 to now
- Cuso Financial Services, LPApr 2024 to May 2025
- Fidelity InvestmentsAug 2023 to Apr 2024
- Ensign CollegeJan 2023 to Jul 2023
- Deseret First Credit UnionSep 2021 to Aug 2023
- Utah Valley UniversityAug 2021 to Dec 2022
- The Church of Jesus Christ of Latter-day SaintsAug 2019 to Jul 2021
- Airborne Sports LLCNov 2018 to Jun 2019
- Salt Lake County Parks and Recreation/dimple Dell RecreationJan 2018 to Jul 2018
- Salt Lake Community CollegeAug 2017 to Jun 2019
- Pebblebrook Golf Course/schneiter Golf, LLCMar 2017 to Nov 2018
- Canyons School DistrictAug 2016 to Mar 2017
- Alta High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7799973
- Firm CRD
- 6413