Kerry Dyer
Kerry Dyer is a registered investment advisor at LPL Financial LLC, based in Corvallis, OR, with 45 years of industry experience. Kerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
310 NW 7th Street, Corvallis, OR, 97330
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
Kerry owns a share of an LLC that owns an office building, dedicating minimal time to this. Kerry also co-owns Northwest Financial Group, LLC, which sells and services fixed life and health insurance, and provides financial planning and consulting services, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Advisory Services
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Dain, Bosworth IncorporatedBroker
Foster & Marshall INC.Broker
State Registrations16 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.
Exams
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