Stephen Dyer (CRD# 5978181) is an Investment Advisor Representative working at Motiv8 Investments LLC in Port Saint Lucie, FL and has over 12 years of experience in the finance industry. Stephen Dyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 5575170
Edward Jones
CRD# 6980780
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Motiv8 Investments LLC | Augusta, GA | Apr 2021 - Current | 3 |
| Optimal Wealth Strategies | Augusta, GA | Oct 2016 - Sep 2022 | 5 |
| Fusion Capital | Mt. Pleasant, SC | Jul 2012 - Mar 2021 | 8 |
| The Boggs Group | Augusta, GA | Jun 2010 - Oct 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- GA
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Total Assets Under Management161MILLIONS
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Total Number of Accounts1,628ACCOUNTS
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Average Account Value$99,113
- A percentage of assets under your management
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AR, AZ, CA, CT, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, PA, SC, TX, UT, WI
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