William R. Dyer
Professional summary
William Russell Dyer MR, CFP®, ChFC®, CIMA®, CLU®, who also goes by Russell Dyer, W. Russell Dyer, William Russell Dyer, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Lakeland, Florida and TRUIST INVESTMENT SERVICES, INC. located in Lakeland, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. William has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Russell Dyer MR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
August 31, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 4828 S Florida Ave, Lakeland, FL 33813June 4, 2007 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 4828 S Florida Ave, Lakeland, FL 33813June 5, 2007 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
August 16, 2004 - June 11, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 13, 2004 - June 11, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 7, 2002 - September 10, 2004
UBS FINANCIAL SERVICES INC.
July 16, 2002 - September 10, 2004
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/22/2016)
(3/22/2022)
(1/6/2016)
(11/21/2019)
(6/3/2016)
(1/28/2021)
(5/11/2023)
(8/5/2021)
(7/1/2015)
(6/4/2007)
(8/31/2016)
(11/6/2012)
(5/15/2024)
(12/6/2024)
(11/11/2019)
(3/18/2020)
(2/25/2019)
(11/6/2012)
(6/11/2021)
(9/24/2020)
(1/5/2021)
(2/23/2018)
(8/23/2021)
(6/30/2023)
(8/7/2019)
(11/6/2012)
(8/16/2019)
(6/11/2020)
(4/20/2017)
(7/1/2015)
(6/14/2021)
(5/26/2015)
(3/3/2015)
(1/14/2020)
(4/21/2020)
(11/6/2012)
(1/17/2024)
(8/26/2024)
(12/19/2018)
(4/21/2020)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
