CD
CD

Cody Dylan Dyer

6 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
Loading...

Location

2820 Dallas Parkway, Plano, TX, 75093

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Cody is a National Insurance Consultant of Moraif Insurance Group, paid via MMWKM Management, Inc., since 2019. This role as an insurance agent takes nearly full-time hours.

Employment History
Current Registrations
Retirement Planners of America
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Nylife Securities LLCBroker
July 2017 - May 2019 · 1 yr 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Cody Dylan Dyer - Financial Advisor | TrueAdvisor