DL
Dalyn A. Love
VICTORY FINANCIAL
Dallas, TX 75001
Some features on this profile are disabled
CRD#: 6881827
DL
Professional summary
Dalyn Adonis Love, who also goes by Dalyn Adonis Williams, Dalyn Williams, is a registered financial advisor currently at VICTORY FINANCIAL located in Dallas, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Addison, Texas.
Dalyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Dalyn has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dalyn Adonis Williams | Dalyn Williams
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.
1) Victory Financial Group d/b/a TRUSTLOVE Capital. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 04/18/2024. 100 hrs/ month; all during trading hours. I am an IAR for the RIA 2) Fixed Insurance. Investment Related. 6500 River Place Blvd, Suite 2023, Austin TX 78730. Fixed/ Traditional Insurance. Agent. Start Date: 04/18/2024. 20 hrs/ month; 10 during trading hours. Fixed Insurance Sales 3) Victory Insurance. Investment Related. 6500 River Place Blvd, Suite 2023, Austin TX 78730. Fixed/ Traditional Insurance. Agent. Start Date: 04/18/2024. 20 hrs/ month; 10 during trading hours. Fixed Insurance Sales 4) Football Coach. Not Investment Related. 10600 Preston Rd, Dallas TX 75230. Coaching. Football Coach. Start Date: 04/04/2022. 100 hrs/ month; 30 hrs/ month during trading hours. I am a contracted football coach for this private schooling institution 5) Uber. Not Investment Related. 1725 3rd Street, San Francisco CA 94158. Other. Rideshare driver. Start Date: 11/01/2022. 100 hrs/ month; 10 hrs/ month during trading hours. I drive passengers to their pre-determined destination. 6) Apricot Solar. Not Investment Related. 69 Lincoln Blvd, Lincoln CA 95648. Other. Solar Salesman. Start Date: 01/01/2023. 10 hrs/ month; none during trading hours. Find homeowners and business owners that are interested in solar panels
CRS (Client Relationship Summary) - RIA
Click below to view Dalyn Adonis Love'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®
NoneExperience
Current
April 12, 2024 - Present
VICTORY FINANCIAL
Office #1: 4400 Belt Line Rd # 1182, Dallas, TX 75001RIA
CRD#: 324943
Dallas, TX
Current
May 17, 2024 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4400 Belt Line Road Suite 1182, Addison, TX 75001BD
CRD#: 35747
Addison, TX
Past
March 18, 2020 - March 27, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Dallas, TX
Past
April 23, 2018 - December 18, 2019
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
DALLAS, TX
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".
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH
CRD#: 324943 / SEC#: 801-127385
RIA
Registered Investment Advisory firm - (2/24/2023 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Texas(4/12/2024)
RR
Texas(5/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH
CRD#: 324943 / SEC#: 801-127385
RIA
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Contact information
Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
Mailing Address
Phone number
(512) 763-7671
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,210 |
| AUM (Assets Under Management) | $ 687,641,583 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
