CD
CD

Connor Warren Dye

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
272 clients
Average Client Portfolio
$182K average
Assets Under Management
$49.4M

Fee Structure

Minimum Investment:$25K
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Location

2677 E 17th Street,, Suite 100, Ammon, ID, 83406

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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 ActivitiesSells Insurance

Connor is a resident producer of accident & health or sickness, and life insurance, offering various insurance products through LPL affiliated insurance companies. He dedicates a few hours per week to this business.

Employment History
Current Registrations
3 Peaks Financial
January 2021 - Present · 5 yrs 1 mo
State Registrations2 states
IDWA
Advisor
Exams
No exam information available for this advisor.