Justin Dyer (CRD# 5474967) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry. Justin 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# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Awm Ventures LLC | Phoenix, AZ | Jan 2022 - Current | 1 |
| Awm Capital | Phoenix, AZ | Jan 2019 - Current | 4 |
| Phc Inc. | Pasadena, CA | Nov 2016 - Current | 6 |
| Bridge Advisory LLC | Pasadena, CA | Nov 2016 - Current | 6 |
| Penniall & Associates | Pasadena, CA | Jan 2019 - Dec 2021 | 2 |
| Retirement Wellness Group | Newport Beach, CA | Jan 2019 - Dec 2021 | 2 |
| Addwealth Advisors, LLC | Pasadena, CA | Jan 2020 - Feb 2021 | 1 |
| Waypoint Wealth Partners | San Francisco, CA | Sep 2013 - Nov 2016 | 3 |
| Roof, Eidam, Maycock | San Francisco, CA | Nov 2007 - Sep 2013 | 5 |
| Lpl Financial Corporation | San Francisco, CA | Sep 2009 - Aug 2013 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- CA
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Total Assets Under Management531MILLIONS
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Total Number of Accounts1,626ACCOUNTS
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Average Account Value$326,503
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, FL, GA, IL, IN, LA, MA, MO, NC, NH, NV, SC, TN, TX, WA
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