Toby Dyer, financial advisor Bonita Beach FL

Toby Dyer

CRD Number: 7590932
Current Firm: First Command Advisory Services

Toby Dyer (CRD# 7590932) is an Investment Advisor Representative working at First Command Advisory Services in Bonita Beach, FL and has 1 year of experience in the finance industry.

Similar Advisors
Soren Christensen, CFP®, CIMA®, ChFC®, financial advisor Bonita Beach FL
Soren Christensen, CFP®, CIMA®, ChFC®
CRD# 5167067
Advanced Investment Management LLC
Similar Advisors
Albert Abdo, financial advisor Bonita Beach FL
Albert Abdo
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Thomas Abood, financial advisor Bonita Beach FL
Thomas G. Abood
CRD# 2305670
Truist Advisory Services, Inc.
Company Name Location Dates Years
First Command Brokerage Services, Inc. Fort Worth, TX Nov 2022 - Current 1
First Command Advisory Services, Inc. Fort Worth, TX Nov 2022 - Current 1
First Command Insurance Services, Inc. Fort Worth, TX Nov 2022 - Current 1
First Command Brokerage Services, Inc. Fort Worth, TX Jul 2022 - Nov 2022 < 1
Unemployed Merritt Island, FL Jan 2022 - Jun 2022 < 1
General Rv Ocala, FL Apr 2021 - Dec 2021 < 1
Unemployed Tampa, FL Jan 2021 - Apr 2021 < 1
Vinnell Arabia Riyadh, Apr 2019 - Dec 2020 1
Unemployed Tampa, FL Dec 2018 - Mar 2019 < 1
Lazydays Rv Tampa, FL Sep 2015 - Nov 2018 3
United States Marine Corps Quantico, VA Jun 1995 - Aug 2015 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2022
Contact Info for Toby G. Dyer
Phone Number: 817-731-8621
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,482
    MILLIONS
  • Total Number of Accounts
    107,959
    ACCOUNTS
  • Average Account Value
    $161,929
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.