Mark P. Dyer

MECHFI

Sacramento, CA

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CRD#: 6468994

Professional summary

Mark P Dyer, who also goes by Mark P. Dyer, Mark Dyer, is a registered financial advisor currently at MECHFI located in Sacramento, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark P. Dyer | Mark Dyer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mark Dyer has an outside business activity called Mary's Mobile Kitchen. Mark is a 25% owner of the business. Mary's Mobile Kitchen is in the restaurant business and does not pay any compensation to Mechanical Financial, LLC, Mark Dyer, or any of its employees. I only build and share marketing materials solely for Mary's Food Truck.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark P Dyer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 17, 2022 - Present

MECHFI

RIA

CRD#: 319279

Sacramento, CA

Past

July 30, 2021 - March 23, 2022

EDWARD JONES

RIA

CRD#: 250

FAIR OAKS, CA

Past

July 30, 2021 - March 23, 2022

EDWARD JONES

CRD#: 250

FAIR OAKS, CA

Past

March 17, 2021 - July 21, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

GRANITE BAY, CA

Past

March 17, 2021 - July 21, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

GRANITE BAY, CA

Past

August 16, 2019 - March 2, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SACRAMENTO, CA

Past

August 16, 2019 - March 2, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SACRAMENTO, CA

Past

January 11, 2018 - November 28, 2018

COMERICA SECURITIES

RIA

CRD#: 17079

SACRAMENTO, CA

Past

May 9, 2017 - November 28, 2018

COMERICA SECURITIES

CRD#: 17079

SACRAMENTO, CA

Past

September 1, 2015 - May 8, 2017

MOTIF

CRD#: 155731

RANCHO CORDOVA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/17/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/10/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/21/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/5/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/15/2016

General Securities Principal Examination

Current Firm

MECHFI

MECHANICAL FINANCIAL | MECHFI | MECHANICAL FINANCIAL, LLC

CRD#: 319279 / SEC#: 801-123639

California

Registered Investment Advisory firm - (8/17/2022 Approved)

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Contact information

Main Address

Sacramento, CA

Mailing Address

Phone number

(916) 517-8981

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 90,000

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.

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Advisor Monitoring

Firm Stability Insights

Mark P. Dyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark P Dyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDWARD JONES

EDWARD JONES

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

COMERICA SECURITIES

COMERICA SECURITIES

MOTIF

State Registrations and Notice Filings

Exams

Series 65

Date: 1/10/2018

Series 63

Date: 7/21/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/5/2015

Series 24

Date: 6/15/2016

Current Firm

MECHFI

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MECHFI

TRUST BUT VERIFY

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