Michael McDyer (CRD# 1528114) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Flemington, NJ and has over 37 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Marion, IA | Mar 2003 - Current | 21 |
| Atlas Capital Management | Lebanon, NJ | Dec 1997 - Current | 26 |
| Self-employed/partnership | Lebanon, NJ | Sep 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- NJ
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Total Assets Under Management742MILLIONS
-
Total Number of Accounts3,481ACCOUNTS
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Average Account Value$213,220
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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