Dorene Dyer, financial advisor Winter Haven FL

Dorene Dyer

CRD Number: 6439492
Current Firm: Truist Advisory Services, Inc.

Dorene Dyer (CRD# 6439492) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Winter Haven, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jan 2018 - Current 6
Suntrust Advisory Services, Inc. Atlanta, GA May 2017 - Current 6
Suntrust Investment Services, Inc. Atlanta, GA Jan 2017 - Jan 2018 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2015 - Jan 2017 2
School Bord Of Polk County Bartow, FL Oct 1999 - Jan 2015 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2017
Contact Info for Dorene Dyer
Phone Number: 404-813-7713
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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