Marilyn
Rios
Dakota Wealth, LLC
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About this Advisor
Marilyn Rios is a financial advisor based in Portsmouth, New Hampshire, working with Dakota Wealth, LLC. Marilyn has previously held positions at Commonwealth Financial Network, Commonwealth Financial Network - Exeter, Genery Wealth Management, LLC, Lpl Financial, LLC, Dakota Wealth, LLC (Formerly Oakmont Partners, LLC), and Dakota Wealth, LLC. Marilyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Hampshire. Currently, Marilyn is part of Dakota Wealth, LLC, which operates out of Portsmouth, New Hampshire. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$5,334,134,989
84
9,720
$548,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Marilyn Rios Work History
Dakota Wealth, LLC
Dakota Wealth, LLC (Formerly Oakmont Partners, LLC)
Lpl Financial, LLC
Genery Wealth Management, LLC
Commonwealth Financial Network
Commonwealth Financial Network - Exeter
Disclosures
Please visit the SEC profile of Marilyn Rios 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 Dakota Wealth, LLC
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Palm Beach Gardens, FL
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Akron, OH
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Palm Beach Gardens, FL
Palm Beach Gardens, FL
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