DC
Dylan J. Camp
CONWAY FINANCIAL GROUP
Chesterfield, MO 63017
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CRD#: 6840380
DC
Professional summary
Dylan James Camp, CFP® is a registered financial advisor currently at CONWAY FINANCIAL GROUP, LLC located in Chesterfield, Missouri.
Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Dylan has worked at 1 firm .
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Dylan James Camp's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
April 7, 2020 - Present
CONWAY FINANCIAL GROUP, LLC
Office #1: 390 South Woods Mill Road Suite 175, Chesterfield, MO 63017RIA
CRD#: 117608
Chesterfield, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CONWAY FINANCIAL GROUP, LLC
CONWAY FINANCIAL GROUP, LLC | CONWAY, PATRICIA MAUREEN
CRD#: 117608 / SEC#: 801-130486
RIA
Registered Investment Advisory firm - (6/17/2024 Approved)Louisiana
Registered Investment Advisory firm - (7/29/2024 Terminated)Missouri
Registered Investment Advisory firm - (7/8/2024 Terminated)Texas
Registered Investment Advisory firm - (7/8/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(4/7/2020)
IAR
Texas(10/21/2024)
Exams
Current Firm
CONWAY FINANCIAL GROUP, LLC
CONWAY FINANCIAL GROUP, LLC | CONWAY, PATRICIA MAUREEN
CRD#: 117608 / SEC#: 801-130486
RIA
Registered Investment Advisory firm - (6/17/2024 Approved)Louisiana
Registered Investment Advisory firm - (7/29/2024 Terminated)Missouri
Registered Investment Advisory firm - (7/8/2024 Terminated)Texas
Registered Investment Advisory firm - (7/8/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
390 South Woods Mill Road Suite 175, Chesterfield, MO 63017
Mailing Address
Phone number
(314) 579-9157
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 253 |
| AUM (Assets Under Management) | $ 138,198,398 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONWAY FINANCIAL GROUP, LLC
CRD#: 117608Chesterfield, MO 63017TRUST BUT VERIFY
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