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Caytes Jordan Liley

Dinan Capital Advisors

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About Caytes Jordan Liley

Caytes Liley is a financial advisor located in Phoenix, AZ and has been in the financial industry since 2015. Caytes Liley is currently registered with Dinan Capital Advisors and holds Series 66, Series 7, and SIE licenses. Caytes Liley was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Caytes Liley is currently registered with Dinan Capital Advisors. Dinan Capital Advisors is a Limited Liability Company formed on February 16, 2011. The firm is registered in Arizona, California, Georgia, Illinois, and Tennessee and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Caytes Liley’s Registration & Firm History

AZ

07/16/2018 - Present

Dinan Capital Advisors (PHOENIX AZ)

AZ

08/05/2015 - 07/15/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 09/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caytes Jordan Liley.
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