Dylan
Mcdowell
Avalon Investment & Advisory
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About this Advisor
Dylan Mcdowell is a certified financial planner who works in Houston, Texas who has 1 year of relevant experience. Mcdowell works at Avalon Investment & Advisory. Their career trajectory has included roles at Axa Advisors, LLC, Sam Houston State University, Axa Equitable, Momentum Exterior, Oak Ridge High School, Lpl Financial and Avalon Advisors, LLC. Mcdowell holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Avalon Investment & Advisory is a financial advisory firm that has its headquarters in Houston, TX. The company has a total of 55 employees. It has $7 billion in total assets among its 2,101 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 98 charitable organizations. Of its 2,101 accounts, 72% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Avalon Investment & Advisory provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on the services offered. Fees charged by Avalon Investment & Advisory can be comprised of any blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avalon Investment & Advisory Brokerage Details
$7,302,868,541
55
2,101
$3,475,901
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Dylan Mcdowell Work History
Dylan has been registered as a financial advisor for 1 years.*
Avalon Advisors, LLC
Axa Advisors, LLC
Lpl Financial
Axa Equitable
Momentum Exterior
Sam Houston State University
Oak Ridge High School
*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 Mcdowell 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 Avalon Investment & Advisory
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
