Dylan Coe (CRD# 7657169) is an Investment Advisor Representative working at Defender Capital in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Defender Capital | Charlotte, NC | Mar 2024 - Current | < 1 |
| Wells Fargo Clearing Services | Charlotte, NC | Jul 2023 - Feb 2024 | < 1 |
| Us Tech Solutions | Charlotte, NC | May 2023 - Feb 2024 | < 1 |
| Mml Investors Services, LLC | Peachtree Coners, GA | Nov 2022 - May 2023 | < 1 |
| Mass Mutual Insurance Company | Peachtree Corners, GA | Nov 2022 - May 2023 | < 1 |
| Smith Insurance Agency LLC | Covington, GA | May 2022 - May 2023 | 1 |
| Full-time Student | Covington, Loganville, Statesboro, GA | Jan 2010 - Apr 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NC
-
Total Assets Under Management414MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$809,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, GA, LA, NC, NJ, PA, SC, TN, TX
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