Justin DyerCRD Number: 5474967
Current Firm: Waypoint Wealth Partners
Justin Dyer (CRD# 5474967) is an Investment Advisor Representative working at Waypoint Wealth Partners in San Francisco, CA and has over 9 years of experience in the finance industry. Justin 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.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Waypoint Wealth Partners||San Francisco, CA||Sep 2013 - Current||4|
|Roof, Eidam, Maycock||San Francisco, CA||Nov 2007 - Sep 2013||5|
|Lpl Financial Corporation||San Francisco, CA||Sep 2009 - Aug 2013||3|
|Unemployed/extended Travel||Seward, AK||May 2007 - Nov 2007||< 1|
|Squaw Valley Ski Corp||Olympic Valley, CA||Dec 2006 - May 2007||< 1|
|Plumpjack Squaw Valley Inn||Olympic Valley, CA||Dec 2006 - May 2007||< 1|
|Arbor Care Of Tahoe||Tahoe City, CA||Oct 2006 - Nov 2006||< 1|
|Extended Travel||London,||Jun 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management376MILLIONS
Total Number of Accounts536ACCOUNTS
Average Account Value$701,430
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX, WA
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