Third Dimension Advisors, LLC
Third Dimension Advisors, LLC (CRD# 194518) is a financial advisory firm headquartered in Cary, NC. They manage $8,900,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$247,222
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Prati (CRD# 6657819) is an Investment Advisor Representative working at Third Dimension Advisors, LLC in Cary, NC and has 1 year of experience in the finance industry.
Garrett Layell (CRD# 5726118) is an Investment Advisor Representative working at Third Dimension Advisors, LLC in Cary, NC and has over 8 years of experience in the finance industry. Garrett Layell 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.