linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dorsey Webster Tyndall

Axxcess Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dorsey? Claim Your Profile

About Dorsey Webster Tyndall

Dorsey Webster Tyndall is a registered investment advisor representative associated with Axxcess Wealth Management, LLC. Dorsey has been in the financial services industry since 1997 and has experience with securities, financial planning, portfolio management, and pension consulting. Dorsey holds Series 7, 63, and 65 licenses. Dorsey is currently registered to provide investment advisory services in North Carolina, Texas, and Virginia.

Firm Information

Dorsey Tyndall is currently registered with Axxcess Wealth Management, LLC. Axxcess Wealth Management, LLC is a wealth management firm headquartered in Carlsbad, CA. The firm provides a range of financial planning and investment advisory services to individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Axxcess Wealth Management, LLC manages approximately $6.5 billion in assets for its clients.
Axxcess Wealth Management, LLC

6005 HIDDEN VALLEY ROAD

CARLSBAD, CA 92011

$6.47B

Assets Under Management

10,745

Total Clients

47

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dorsey Tyndall’s Registration & Firm History

NC

01/29/2025 - Present

Axxcess Wealth Management, LLC (Greenville NC)

NC

02/02/2007 - 03/02/2010

MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)

GA

01/14/2004 - 02/09/2005

PFS INVESTMENTS INC. (DULUTH GA)

GA

05/23/2001 - 12/31/2001

PFS INVESTMENTS INC. (DULUTH GA)

NC

06/18/1997 - 03/29/1999

TRIDENT SECURITIES, INC. (RALEIGH NC)

Not sure if Dorsey Webster Tyndall is right for you?

Licenses & Designations

IA

Issued 05/14/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/28/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dorsey Webster Tyndall.
Not sure if Dorsey Webster Tyndall is right for you?