Dyer Financial Advisory
Dyer Financial Advisory (CRD# 123262) is a financial advisory firm headquartered in Towson, MD. They manage $15,984,330 in 69 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts69ACCOUNTS
Average Account Value$231,657
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
MD, NC, PA, VA
Phillip Dyer (CRD# 2832552) is an Investment Advisor Representative working at Dyer Financial Advisory in Towson, MD and has over 19 years of experience in the finance industry. Phillip 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.