Robert DyerCRD Number: 1229230
Current Firm: Investacorp Advisory Services Inc.
Robert Dyer (CRD# 1229230) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Phoenix, MD and has over 32 years of experience in the finance industry. Robert 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.
Planning Solutions Group, LLC
Commonwealth Financial Network
Msi Financial Services, Inc.
|Investacorp Advisory Services||Miami Lakes, FL||Mar 2007 - Current||9|
|Compass Financial Group||Towson, MD||Dec 1994 - Current||22|
|Investacorp, Inc.||Miami Lakes, FL||Mar 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1984|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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