Unclaimed
Dwayne Martin Dills is a financial advisor with over 19 years of experience in the financial services industry. Dwayne is registered with the state of North Carolina and currently works with Grove Point Advisors, LLC. Dwayne has held previous positions with Southeast Investments, N.C., Inc., U.S. Wealth Advisors, LLC., AIG Financial Advisors, Inc., and SunAmerica Securities, Inc. Dwayne holds a Certified Financial Planner designation and has passed the Series 66, SIE, and Series 7 exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
05/04/2022 - Present
Grove Point Advisors, LLC (Asheville NC)
NC
09/27/2006 - 11/15/2021
SOUTHEAST INVESTMENTS, N.C., INC. (ASHEVILLE NC)
NC
01/12/2006 - 10/05/2006
U.S. WEALTH ADVISORS, LLC. (WEAVERVILLE NC)
NC
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (ASHEVILLE NC)
AZ
11/14/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 01/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dwayne Dills is the right advisor for you? Invested Better is here to help.