Carter Dye, financial advisor Overland Park KS

Carter Dye

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Carter Dye
Phone Number: 800-929-3485
Registered State(s):
  • KS
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    24,026
    MILLIONS
  • Total Number of Accounts
    84,769
    ACCOUNTS
  • Average Account Value
    $283,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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