Aaron Dyer
Aaron Dyer is a registered investment advisor at LPL Financial LLC, based in Arlington, TX, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
5840 W Interstate 20 Ste 210, Arlington, TX, 76017
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is involved in several business activities, including non-variable insurance through Book of Brokers since March 2021. He also has DBAs for his LPL business, including Gladstone Wealth Partners, WealthTech Advisors, LLC, and Texas Private Wealth, with WealthTech Advisors and Texas Private Wealth each requiring significant time commitments.
Employment History
Current Registrations
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Veravest Investments, INC.Broker
State Registrations18 states
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.