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Sassene Dyer

35 Years of Experience
Jackson, TN
Broker

Sassene Dyer is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, TN, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1381 Union University Dr, Jackson, TN, 38305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
July 2004 - February 2013 · 8 yrs 7 mos
Morgan Keegan & Company, INC.Broker
July 2004 - February 2013 · 8 yrs 7 mos
Union Planters Investment Advisors, INC.
March 2004 - August 2004 · 5 mos
Pfic Securities CorporationBroker
January 2003 - August 2004 · 1 yr 7 mos
UBS Painewebber INC.Broker
February 2000 - January 2003 · 2 yrs 11 mos
Pfic Securities CorporationBroker
October 1997 - March 2000 · 2 yrs 5 mos
Union Planters Brokerage Services INC.Broker
December 1996 - October 1997 · 10 mos
U.S. Clearing CORP.Broker
January 1991 - January 1997 · 6 yrs
Union Planters Investment Bankers Group, INC.Broker
April 1988 - December 1988 · 8 mos
State Registrations10 states
ALARFLGAKYMOMSSCTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.