Phillip A. Dyer
Professional summary
Phillip Andrew Dyer, CFP®, who also goes by Phil Dyer, is a registered financial advisor currently at DYER FINANCIAL ADVISORY located in Towson, Maryland.
Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Phillip has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Phillip Andrew Dyer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
November 4, 2002 - Present
DYER FINANCIAL ADVISORY
Office #1: 100 West Road Suite 300, Towson, MD 21204January 1, 2001 - March 14, 2003
WMS PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2013)
(3/27/2013)
(3/27/2013)
(11/4/2002)
Current Firm
DYER FINANCIAL ADVISORY
CRD#: 123262 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 49 |
| AUM (Assets Under Management) | $ 22,846,900 |
Red Flags
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