Jack Dyer, financial advisor Tyler TX
93 score

Jack Dyer

CRD Number: 3019623
Current Firm: Lasalle St. Investment Advisors, LLC

Jack Dyer (CRD# 3019623) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Tyler, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lasalle St. Investment Advisors, LLC Tyler, TX Aug 2005 - Current 11
Lasalle St. Securities, LLC Tyler, TX Apr 2005 - Current 11
Income Portfolio Strategies, Inc. Tyler, TX Mar 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jack N. Dyer
Phone Number: 630-600-0500
Registered State(s):
  • AZ
  • WA
  • VA
  • CA
  • CO
  • FL
  • GA
  • IL
  • LA
  • MD
  • NC
  • OK
  • OR
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    874
    MILLIONS
  • Total Number of Accounts
    2,859
    ACCOUNTS
  • Average Account Value
    $305,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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