CD
CFP
CD
CFP

Charles Douglas Dyer

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Charles works as an independent insurance agent for various independent insurance companies. This activity is insurance-related.

Employment History
Current Registrations
Retirement Planners of America
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2009 - June 2011 · 2 yrs 1 mo
Eagle Strategies LLC
May 2002 - May 2009 · 7 yrs
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.