John Dyer (CRD# 4980762) is an Investment Advisor Representative working at Royal Oak Financial Advisors, LLC in Royal Oak, MI and has over 13 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpha Asset Advisors, LLC | Royal Oak, MI | Nov 2020 - Current | 3 |
| Royal Oak Financial Advisors, LLC | Royal Oak, MI | May 2018 - Current | 5 |
| Key Management Group | Troy, MI | Feb 2006 - May 2018 | 12 |
| Ameriprise Financial Services, Inc. | Southfield, MI | Jun 2005 - May 2018 | 12 |
| Key Management Group | Troy, MI | Jan 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2010 |
- MI
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts1,251ACCOUNTS
-
Average Account Value$199,840
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, LA, MI
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