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Paul Allan Dyer

Optivise Advisory Services LLC
17 Years of Experience
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Optivise Advisory Services LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,216 clients
Average Client Portfolio
$220K average
Assets Under Management
$267.4M

Fee Structure

Location

43 Western Ave, Hampden, ME, 04444

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 2008
Final
Investigation
December 2007
Employment Separation After Allegations
October 2007
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul is involved in several businesses, including Legacy Insurance and Financial Advisors (where he receives rental income), US Tax Centers of Bangor, United Cloud Partner Services, Real4Rent, Master Mentors LLC, Secure Cloud Service Corporation, Legacy Charities, Rent4Real Real Estate, Scuba Dive Guys, and Air Attic. His activities range from passive investment to active involvement in tax preparation, IT services, business consulting, and charitable work.

Employment History
Current Registrations
Optivise Advisory Services LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Optivise Advisory Services LLC
October 2019 - December 2020 · 1 yr 2 mos
Virtue Capital Management, LLC
March 2018 - June 2019 · 1 yr 3 mos
Fusion Capital Management
November 2015 - August 2018 · 2 yrs 9 mos
Intersecurities, INC.
March 2007 - October 2007 · 7 mos
Intersecurities, INC.Broker
December 2004 - October 2007 · 2 yrs 10 mos
Usallianz Securities, INC.Broker
October 2001 - December 2004 · 3 yrs 2 mos
Hp Securities, INC.Broker
July 2000 - October 2001 · 1 yr 3 mos
H.D. Vest Investment Securities, INC.Broker
November 1998 - September 1999 · 10 mos
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.