Les
Dyer
Triad Advisors LLC
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About this Advisor
Les Dyer is a financial advisor who works out of North Wilkesboro, North Carolina who has 2 years of industry experience. Dyer is an advisor for Triad Advisors LLC. During their career, the advisor has held roles at Executive Financial Resouces, Inc and Triad Advisors, Inc. Dyer has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, Arizona, North Carolina and South Carolina. Triad Advisors LLC is a business that has its headquarters in Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 people on staff. It has $2 billion in total assets across its 10,769 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 10,769 accounts, just 6% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually depend on the type of financial services. Fee types charged by Triad Advisors LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$2,248,734,411
1,629
10,769
$208,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Les Dyer Work History
Les has been registered as a financial advisor for 2 years.*
Triad Advisors, Inc
Executive Financial Resouces,Inc
*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 Les Dyer 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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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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