Victoria Dyer, financial advisor Monterey CA
93 score

Victoria Dyer

CRD Number: 1430523
Current Firm: Stifel, Nicolaus & Company, Incorporated

Victoria Dyer (CRD# 1430523) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Monterey, CA Aug 2008 - Current 8
Wachovia Securities, LLC Monterey, CA Jan 2008 - Aug 2008 < 1
Wachovia Securities, LLC Monterey, CA Jan 2008 - Aug 2008 < 1
A.g. Edwards Monterey, CA Jan 2007 - Aug 2008 1
Dean Witter Reynolds Santa Cruz, CA Jun 1981 - Dec 2006 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2001
Contact Info for Victoria L. Dyer
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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