Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Carl Dyhr is a financial advisor with SPC. William has been in the industry since 1990. William has a diverse background, having worked for several firms including National Securities Corporation, H&R Block Financial Advisors, Inc., Access Financial Group, Inc., Josephthal Lyon & Ross Incorporated, Mathews, Holmquist & Associates, Inc., and J.W. Gant & Associates, Inc. William has also served as a co-trustee for the Dyhr Family Trust and is the president of BB Investment Management, Inc. William is a registered investment advisor in several states, including California, Colorado, Florida, Georgia, Illinois, Missouri, Montana, New Jersey, Ohio, Oregon, South Carolina, Utah, and Wisconsin. William is also a licensed insurance agent. William specializes in providing financial planning, portfolio management, and consultation services to individuals, corporations, and charitable organizations.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
11/14/2024 - Present
SPC (ANN ARBOR MI)
IL
06/30/2004 - 05/04/2010
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
MI
05/02/2001 - 07/06/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
02/17/1995 - 04/30/2001
ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)
NY
07/21/1994 - 02/24/1995
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
07/12/1991 - 08/09/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
NA
08/23/1990 - 07/17/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 09/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/18/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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