Efficient Financial Planning
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About

Efficiency. Diligence.

History

Immediately after graduating from University of Nevada, Dylan started in the financial services industry. Working for a large company made him quickly realize the importance of getting away from the sales driven wire-house business model. Established in 2017, Perpetual Capital Advisors was Dylan's vision to create a firm that focuses on putting his clients first. Creating financial plans and investment options centered around efficiency. 

 

Get in touch

We know that finding the right advisor for you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Book an appointment ▸

 
 

Advisors

 
 

Partner

Dylan Locke

As a Nevada native and graduate of University of Nevada, Dylan has a passion for the Reno Tahoe area. Dylan's devotion to helping people came from his parents who both worked in the medical field. When Dylan is not working he enjoys spending time in the great Truckee Meadows outdoors. 

 

Education

UNIVERSITY of NEVADA
Bachelors of Science in Business Administration with emphasis in Economics, 2014

 

Certifications & Affiliations

  • FINRA Series 66

  • Nevada Alumni Association

  • Nevada Young Alumni

  • Young Professionals Network

  • Business Networking International