Hakim
Dysart
Mariner Wealth Advisors
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About this Advisor
Hakim Dysart is a financial advisor based out of San Diego, California who has 1 year of relevant experience. Dysart is on the advisory team at Mariner Wealth Advisors. Their career trajectory has included roles at Ubs Financial Services Inc, San Diego Fire & Rescue, Ace Parking, San Diego East County Economic Development Council, San Diego Community College Disrict, San Diego State University, Wells Fargo, Ymca Of San Diego County, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Mission Federal Credit Union, Lpl Financial LLC, Mariner Wealth Advisors and Blankinship & Foster, LLC. Dysart holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Mariner Wealth Advisors is a financial advisory firm that has its headquarters in Leawood, KS. The company has offices in 68 locations and a total of 1,465 employees. It controls $66 billion in total assets between its 112,465 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 128 charitable organizations. Of its 112,465 client accounts, 34% are held by high-net-worth clients who have greater than $1 million in investable assets. Mariner Wealth Advisors has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules typically depend on which service is provided. Fees charged by Mariner Wealth Advisors most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mariner Wealth Advisors Brokerage Details
$65,874,566,238
1,465
112,465
$585,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Hakim Dysart Work History
Hakim has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Lpl Financial LLC
Blankinship & Foster, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Mission Federal Credit Union
Ubs Financial Services Inc
Ubs Financial Services Inc
Ace Parking
San Diego East County Economic Development Council
Wells Fargo
San Diego State University
San Diego Fire & Rescue
Ymca Of San Diego County
San Diego Community College Disrict
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hakim Dysart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Wealth Advisors
Leawood, KS
El Segundo, CA
Plano, TX
Irvine, CA
Greenville, SC
Cincinnati, OH
Littleton, CO
Tulsa, OK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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