Dylan
Ibarra
The Advocate Group, LLC
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About this Advisor
Dylan Ibarra is a financial advisor based in Hopkins, Minnesota, working with The Advocate Group, LLC. Dylan has previously held positions at Fidelity Investments, Justtakeaction, Activekidsassociation, Isd 12, Fleet Farm, Walmart, and The Advocate Group, LLC. Dylan has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Dylan is part of The Advocate Group, LLC, which operates out of Hopkins, Minnesota. The firm has 17 employees and manages assets totaling $635.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The Advocate Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Advocate Group, LLC Brokerage Details
$635,903,379
17
947
$671,492
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Dylan Ibarra Work History
The Advocate Group, LLC
Fidelity Investments
Fidelity Investments
Justtakeaction
Activekidsassociation
Isd 12
Fleet Farm
Walmart
Disclosures
Please visit the SEC profile of Dylan Ibarra 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 The Advocate Group, LLC
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
Hopkins, MN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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