Hakim
Dysart
Mariner Wealth
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About this Advisor
Hakim Dysart is a financial advisor based in San Diego, California, working with Mariner Wealth. Hakim has previously held positions at UBS Financial Services Inc, San Diego Fire & Rescue, Ace Parking, San Diego East County Economic Development Council, San Diego Community College District, 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. Hakim has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Hakim is part of Mariner Wealth, which operates out of San Diego, California. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
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
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
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.
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