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Charles Douglas Dyer

Retirement Planners OF America

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About Charles Douglas Dyer

Charles Dyer is an investment advisor representative with Retirement Planners Of America. Charles has been a registered investment advisor for over 20 years and has a strong track record of providing financial advice to individuals and families. Charles also holds the Certified Financial Planner designation. Charles is dedicated to helping clients reach their financial goals and is committed to providing them with personalized service. Charles has experience working with clients of all ages and income levels and is skilled in a variety of financial planning topics, including retirement planning, college savings, and estate planning. Prior to joining Retirement Planners Of America, Charles was an advisor at Cambridge Investment Research, Inc. and NYLIFE Securities LLC. Charles' expertise and experience make him a valuable resource for anyone seeking financial guidance.

Firm Information

Charles Dyer is currently registered with Retirement Planners OF America. Retirement Planners of America, based in PLANO, TX, is a financial advisory firm that provides comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $3.6 billion in assets for over 15,000 clients. The firm participates in wrap fee programs.
Retirement Planners OF America

2820 DALLAS PARKWAY

PLANO, TX 75093

$3.56B

Assets Under Management

Not reported

Total Clients

39

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Dyer’s Registration & Firm History

TX

04/04/2011 - Present

Retirement Planners OF America (PLANO TX)

TX

05/13/2009 - 12/31/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLANO TX)

TX

07/03/1996 - 05/22/2009

NYLIFE SECURITIES LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 04/01/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/02/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Douglas Dyer.
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