Charles DyerCRD Number: 2753350
Current Firm: Retirement Planners Of America
Charles Dyer (CRD# 2753350) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 26 years of experience in the finance industry. Charles 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Mmwkm Advisors, LLC||Plano, TX||Mar 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1996|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management4,709MILLIONS
Total Number of Accounts19,153ACCOUNTS
Average Account Value$245,881
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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