Carter DyeCRD Number: 7116245
Current Firm: Cetera Advisors LLC
Carter Dye (CRD# 7116245) is an Investment Advisor Representative working at Cetera Advisors LLC in Overland Park, KS and has over 3 years of experience in the finance industry. Carter Dye 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Prosperity Advisors, LLC||Overland Park, KS||Feb 2022 - Current||1|
|Cetera Advisors||St Cloud, MN||Aug 2019 - Current||3|
|Comprehensive Retirement Solutions (crs)||Carmel, KS||Mar 2022 - Jan 2023||< 1|
|Prosperity Advisory Group||Overland Park, KS||Jan 2019 - Mar 2022||3|
|Prosperity Advisors LLC||Overland Park, KS||Jan 2020 - Feb 2022||2|
|Cetera Advisor Networks||El Segundo, CA||May 2019 - Aug 2019||< 1|
|Bank Of The Prairie||Olathe, KS||May 2018 - May 2019||1|
|Complete Outdoor Living||Lake Lotawana, MO||May 2017 - May 2018||1|
|A Cut Above Lawn Care||Blue Springs, MO||May 2015 - May 2017||2|
|Firehouse Subs||Blue Springs, MO||May 2014 - May 2015||1|
|Unemployed||Blue Springs, MO||May 2009 - May 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
Total Assets Under Management24,026MILLIONS
Total Number of Accounts84,769ACCOUNTS
Average Account Value$283,424
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.