MD
MD

Melissa Dyer

30 Years of Experience
Littleton, CO
Broker

Melissa Dyer is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Littleton, CO, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

7472 S Shaffer Ln, Ste 150, Littleton, CO, 80127

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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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Other Business Activities

Melissa makes jewelry as a hobby through Mile Hi Gifts and Treasures, occasionally selling some items at craft shows. She dedicates a few hours per week to this activity and does not make a profit.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
September 2005 - Present · 20 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Raymond James Financial Services
September 2005 - January 2009 · 3 yrs 4 mos
Morgan Stanley
September 2002 - August 2005 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
June 2002 - August 2005 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.
January 1999 - May 2002 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
December 1995 - May 2002 · 6 yrs 5 mos
State Registrations17 states
CACOFLIDILLAMAMONCNMNVNYPATXVAWAWI
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.