Dimensional Fund Advisors Lp
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About this Advisor
Barry Myers is a certified financial planner operating in Charlotte, North Carolina, with a total of 15 years of experience as a financial advisor. Myers is an employee of Dimensional Fund Advisors Lp. Over the course of their career, Myers has held roles at Dimensional Fund Advisors, First Citizens Bank Of Sc and First Citizens Securities. Myers maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Dimensional Fund Advisors Lp is a financial advisory business that has its headquarters in Charlotte, North Carolina. The investment advisory business has offices in two locations and a total of 863 financial advisors. It has $637 billion in assets across its 465 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 465 client accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. Dimensional Fund Advisors Lp provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which service is offered. However, fees billed by Dimensional Fund Advisors Lp can include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Dimensional Fund Advisors Lp Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Barry Myers Work History
Barry has 15 years of experience.
Dimensional Fund Advisors
First Citizens Securities
First Citizens Bank Of Sc
Barry Myers has no disclosures.
Please visit their SEC profile for more details.