Daniel
Dyer
Gradient Securities, LLC
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About this Advisor
Daniel Dyer is a financial advisor who works in San Diego, California, who has 6 years of industry experience. Dyer is currently employed by Gradient Securities, LLC. Over the course of their career, Dyer has held roles at General Rv Center, Novo 1, Dyer Agency, Axa Advisors, LLC, Gradient Securities, LLC, H&R Block and Mike Hess Brewing. Dyer maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Michigan and Texas. Gradient Securities, LLC is a registered investment company based in Saint Paul, MN. The investment advisory business has offices in 48 locations and a total of 62 people on staff. It controls $399 million in assets across its 4,531 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 4,531 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets. Gradient Securities, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. Fee types charged by Gradient Securities, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Securities, LLC Brokerage Details
$399,405,692
62
4,531
$88,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Dyer Work History
Daniel has been registered as a financial advisor for 6 years.*
Mike Hess Brewing
Gradient Securities, LLC
H&R Block
H&R Block
Axa Advisors, LLC
General Rv Center
Novo 1
Dyer Agency
*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 Daniel Dyer 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 Gradient Wealth Management
Saint Paul, MN
Bonita Springs, FL
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
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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