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Tax & Financial Group

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  2. Dylan Costello

Dylan Costello

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Dylan Costello
CA Insurance License No. 0M78094
Financial Advisor
Phone: 
949 223 8424
E-mail: 
dylan.costello@tfgroup.com

Dylan is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through innovative solutions and

professional direction. Dylan uses his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial

Group (TFG). Together, they can provide comprehensive financial planning strategies to help clients work towards their financial goals and objectives.

 

Dylan received his Bachelor of Science Degree in Business Administration with an emphasis in Management from California State University of San

Marcos. Dylan holds the Series 7 and Series 66 registrations, the Life and Health Insurance License, as well as the variable life and annuity license.

Dylan is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.

 

In his spare time, Dylan enjoys playing sports, playing the drums, traveling, and spending time with his family and friends.

2683568 DOFU 08/2019

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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