Dylan Viall
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Henderson, NV 89052-5680
Credentials
Series 63, Series 66
Industry experience
3 years
Dylan Viall is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans that align with their goals. He has experience in various roles within Fidelity, including Investment Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate, progressing through these positions since 2022.
Throughout his career at Fidelity, Dylan has focused on building strong client relationships by understanding their motivations and addressing their concerns. His professional journey reflects a commitment to leveraging Fidelity's diverse range of offerings and strategies to support clients' financial objectives.
Outside of his professional role, Dylan has interests in baseball, beach activities, comedy, fitness, and football.
Based on Fidelity
2225 Village Walk Drive, Shops At Green Valley Ranch Ste 199
Henderson, NV 89052-5680
Nevada · Texas
Fidelity Investments
2025 - Present (1 year)
Fidelity Investments
2022 - Present (4 years)
Costco Wholesale
2020 - 2022 (2 years)
Equity Real Estate
2020 - 2021 (1 year)
The Home Depot
2019 - 2020 (1 year)
Dixie State University
2019 - 2022 (3 years)
Lowe's Home Improvement
2018 - 2019 (1 year)
Bed Bath & Beyond
2018 - 2018 (1 year)
Lowe's Home Improvement
2017 - 2018 (1 year)
Riverside Community College
2016 - 2019 (3 years)
Full Time Student
2012 - 2017 (5 years)
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Is active or affiliated with:
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Bank
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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