Dillon Wesley Farrell
Professional Summary
Dillon Wesley Farrell, who also goes by Dillon Farrell, is a registered financial advisor currently at VICTORY FINANCIAL located in Prosper, Texas. Dillon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Dillon has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dillon Farrell
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | VERITAS STRATEGIC WEALTH | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | DAHSE FINANCIAL GROUP | CRÈME WEALTH
Contact Information
Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730Phone Number
(512) 763-7671# of Employees
47SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,805AUM (Assets Under Management)
$1,337,530,512Similar Advisors
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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.
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Primary Firm SEC Registration
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | VERITAS STRATEGIC WEALTH | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | DAHSE FINANCIAL GROUP | CRÈME WEALTH
State Registrations and Notice Filings
(4/11/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Dillon Wesley Farrell's CRS (Customer Relationship Summary).
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