Carter Dye (CRD# 7116245) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Toledo, OH and has over 4 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.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Prosperity Advisors, LLC | Overland Park, KS | Feb 2022 - Current | 2 |
| Cetera Advisors LLC | St Cloud, MN | Aug 2019 - Current | 4 |
| 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 |
- KS
- MO
- OH
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
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