Mccall Dyke
Mccall Dyke is a CFP-designated registered investment advisor at Prospera Financial Services, INC., based in MT Pleasant, TX, with 21 years of industry experience. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 19,103 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prospera Financial Services offers investment management through various programs. The fees are based on a percentage of your portfolio's value and are negotiable, but the maximum annual fee is 2.15%. The specific fee and services are agreed upon in an advisory agreement. Fees are typically deducted from your account. Some programs may have additional fees, such as transaction costs or sub-account fees. Prospera also participates in revenue sharing with custodians and other third parties, which creates a conflict of interest.
Location
407 N Madison Ave, MT Pleasant, TX, 75455
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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
Mccall works full-time at McGuire-Dyke Investment Group and spends minimal time managing McGuire-Dyke CPA. She also works a few hours per week as an agent for Dallas Financial Wholesalers and spends about half her time as the owner and buyer for Hello Sunshine Children's Boutique.
Employment History
Current Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Previous Registrations
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations1 state
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.