| Advisor Profile |
|
 |
| Research This Advisor |
|
| Request More Information |
|
| Disclaimer |
Thomas J. Dyer is a registered representative of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker-dealer (Member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.
CRN200807-2018409 |
|
|
|
|
|
Business Description |
Helping you improve your inocme & significantly impact your quality of life through the coordination of your financial affairs.
Financial Second Opinion(TM) which includes Financial Planning, Portfolio Analysis, Business Owner Planning.
Lifetime Income Model (TM) includes Retirement Planning, 401(k) rollovers, SEPS, SIMPLE & other retirement plans, IRA's Tradional, Roth Coverdell, 529 Plans.
Planning for Financial Comfort(TM) includes Wealth Accumulation Strategies, Investment Planning, Life Insurance & Family Protection Strategies
My clients are Proffesionals, Retirees, Pre-Retirees & Business Owners. |
|
| |
|
|
General Information |
|
|
|
|
|
|
| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
|
|
| States Licensed in: |
MA, NH, VT
|
|
| Years of Experience in Financial Services: |
12
|
|
| Number of Years with Current Firm: |
3
|
|
| Work Experience: |
Prior to entering the financial services industry I worked for an International Hospitality company as an Operations Manager, managing several of their business accounts in the Washington DC area. Specializing in turn-around operations. I was responsible for managing all aspects of the business: sales, marketing, HR, purchasing and production.
|
|
| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
|
|
| |
|
Education |
| Academic Background |
| |
Keene State College
University of New Hampshire |
|
| |
|
Services |
| Investment Types: |
Fixed & Indexed Products, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Insurance, Annuities, Stocks, Socially Responsible Investments (SRI)
|
|
| |
|
Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 7, Series 63, Series 65
|
|
| Insurance and Annuity Licenses: |
HMO, Long Term Care, Variable Life, Variable Annuity, Health, Disability Income, Life, Accident, Annuity, Fixed Annuity
|
|
| Financial Organization Memberships: |
Mass Association of Health Underwriters, National Association of Insurance and Financial Advisors (NAIFA)
|
|
| Non-Financial Organization Memberships: |
Acton Lions Club
Middlesex West Chamber of Commerce
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
|
|
| I work with clients as part of a team: |
Yes
|
|
| |
|
Compliance |
| Registered Representative: |
Yes
|
|
| Investment Advisor Representative: |
Yes
|
|
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| I am a fee-based financial professional: |
Yes
|
|
| Minimum Portfolio Size for New Managed Accounts: |
$100,000
|
|
| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
|
|
| Additional Details on Charges: |
Asset Management fees are based on the dollar amount of assets under management. Management fees start at 1.5% and can go down to .75%
We Charge planning fees and design programs that are affordable for our clients, Planning fees are based on what is involved. Our planning is designed around the clients needs, goals and objectives no two clients are alike so fees will vary.
|
|
| |
|
| |
| |
| Prepared By: |
Thomas Dyer |
| Most Recent Update: |
07/14/2008 |
Frequently Asked Questions |
|
|
|
