Unclaimed
Justin Michael Dyer is a financial advisor with AWM Capital, LLC. Justin holds the Series 66 and Series 7 securities licenses. Justin has been working in the financial industry since 2008. Justin's focus is on financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. Justin's clients include high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Justin is a Certified Financial Planner and a Chartered Financial Analyst.
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.
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.
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2
CA
04/12/2019 - Present
AWM Capital, LLC (Los Angeles CA)
CA
09/08/2009 - 08/16/2013
LPL FINANCIAL LLC (SAN FRANCISCO CA)
CA
02/20/2008 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SAN FRANCISCO CA)
BOTH
Issued 08/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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