Dylan Tucker
Advisor at DWT Financial
Updated today
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.
About
Dylan Tucker is a financial advisor at DWT Financial with a Series 65 designation and two years of industry experience. Prior to joining DWT Financial in 2022, he worked in automotive sales and golf course management roles. DWT Financial provides discretionary investment management and financial planning services to individuals, trusts, estates, and select business entities. The firm employs diversified portfolios using fundamental and technical analysis and offers a range of investment strategies including long-term, short-term, and active trading.
Fee options
2.00% annually
$250 to $750 per hour
Account minimum: $1,000
Location
Bluffton, SC
Most active in
Dylan T has reported serving >5 clients in these states in the last 12 months.
South Carolina
Work history
DWT Financial LLC
2022 - Present (4 years)
Schomp BMW of Highlands Ranch
2020 - 2022 (2 years)
Tucker Advisors
2019 - 2020 (1 year)
Sanctuary Golf Course
2016 - 2019 (3 years)
Raccoon Creek Golf Course
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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