Dyer Financial Advisory
Dyer Financial Advisory (CRD# 123262) is a financial advisory firm headquartered in Towson, MD. They manage $18,180,065 in 60 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$303,001
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, NC, PA, VA
Financial Advisors at Dyer Financial Advisory
1
Phillip Dyer (CRD# 2832552) is an Investment Advisor Representative working at Dyer Financial Advisory in Towson, MD and has over 27 years of experience in the finance industry.
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