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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Lane Dyer is a registered investment advisor representative with LPL Financial LLC. Kerry has been in the securities industry for over 40 years and has a broad range of experience in financial planning, portfolio management, and consulting services. Kerry is licensed to provide investment advice in Oregon, Texas and a number of other states. Kerry also holds Series 7 and Series 63 licenses. Kerry has worked with a number of firms throughout their career, including Citigroup Global Markets Inc., Lehman Brothers Inc., and Dain, Bosworth Incorporated. Kerry's clients are a mix of high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Kerry's firm, LPL Financial LLC, is a large firm that provides a wide range of investment services and has a strong commitment to providing its advisors with the resources they need to serve their clients.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
09/30/2019 - Present
LPL Financial LLC (CORVALLIS OR)
OR
07/31/1993 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (CORVALLIS OR)
NY
07/03/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/14/1982 - 07/02/1984
DAIN, BOSWORTH INCORPORATED
NA
11/24/1980 - 06/17/1982
FOSTER & MARSHALL INC.
IA
Issued 09/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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