DM
Dallas Messenger
OREM, UT 84097
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CRD#: 7864996
DM
Professional summary
Dallas Messenger was a registered financial advisor .
Dallas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dallas had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
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)
The CRS(Customer Relationship Summary) document is not provided.
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
September 30, 2025 - Present
Office #1: 1510 E. 840 N., Orem, UT 84097
OREM, UT
Past
March 18, 2024 - July 31, 2025
ORION PORTFOLIO SOLUTIONS, LLC
RIA
CRD#: 107975
OMAHA, NE
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
Utah(9/30/2025)
Current firm
No current employment
Red Flags
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Company Information
No current employment
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