Unclaimed Profile

Charles Douglas Dyer

MMWKM ADVISORS, LLC·PLANO, Texas

Series 6, Series 63, Series 65Clean record24 years registeredMMWKM ADVISORS, LLC

2820 DALLAS PARKWAY, PLANO, TX 75093CRD# 2753350Firm CRD# 157222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Douglas Dyer · PLANO, TX

Registration

CRD #2753350 · MMWKM ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

RETIREMENT PLANNERS OF AMERICA

Apr 2011 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2009 – Jun 2011

PLANO, TX

EAGLE STRATEGIES LLC

May 2002 – May 2009

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · May 16, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RPOA ADVISORS, INC.

CRD 157222 · SEC 801-72262

AUM

$3.6B

Regulatory assets under management

Employees

122

15,137 client accounts

Services offered by RPOA ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RPOA ADVISORS, INC. →

Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Charles Douglas Dyer offer?

Charles Douglas Dyer specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PLANO, Texas for a consultation.

What are Charles Douglas Dyer's credentials?

Charles Douglas Dyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Douglas Dyer located?

Charles Douglas Dyer is based in PLANO, Texas, working with MMWKM ADVISORS, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Charles Douglas Dyer charge for services?

Charles Douglas Dyer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MMWKM ADVISORS, LLC?

MMWKM ADVISORS, LLC has approximately 122 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →