Dylan
Heng
Lpl Financial LLC
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About this Advisor
Dylan Heng is a financial advisor operating out of Council Bluffs, Iowa with a total of 1 year of relevant experience. Heng is an employee of Lpl Financial LLC. Throughout their career, Heng has worked at Td Ameritrade, Tigerpaw Software, Machinery Marketing International, Enterprise Rent-A-Car, Yankee Hill Country Club, Table Creek Golf Course, Nebraska Book Company (Big Red Shop), University Of Nebraska-Lincoln, Charles Schwab & Co., Inc, Charles Schwab Bank, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Great Western Bank, Great Western Investment & Insurance, Brownell Talbot Schools, Dylan Heng, Nebraska Golf Passport Dba Shillygolf LLC, First Interstate Bank and Lpl Financial LLC. Heng maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Nebraska. Lpl Financial LLC is a company that has its headquarters in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in total assets between its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have more than $1 million in assets available to invest. Lpl Financial LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules usually are based on which services the firm provides the client. Fee types billed by Lpl Financial LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Dylan Heng Work History
Dylan has been registered as a financial advisor for 1 years.*
First Interstate Bank
Lpl Financial LLC
Dylan Heng
Brownell Talbot Schools
Nebraska Golf Passport Dba Shillygolf LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Great Western Bank
Great Western Investment & Insurance
Charles Schwab & Co., Inc
Charles Schwab Bank
Td Ameritrade
Tigerpaw Software
Machinery Marketing International
Enterprise Rent-A-Car
Yankee Hill Country Club
Nebraska Book Company (Big Red Shop)
University Of Nebraska-Lincoln
Table Creek Golf Course
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dylan Heng to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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