Dennis AyreCRD Number: 5365176
Current Firm: Oppenheimer & Company Inc.
Dennis Ayre (CRD# 5365176) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Oppenheimer & Company Inc.||Los Angeles, CA||Mar 2014 - Current||5|
|Bank Of America, N.a.||Beverly Hills, CA||Jan 2014 - Mar 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Beverly Hills, CA||Sep 2011 - Mar 2014||2|
|Wells Fargo Advisors LLC||Los Angeles, CA||May 2009 - Sep 2011||2|
|Wachovia Securities, LLC||Los Angeles, CA||Apr 2008 - May 2009||1|
|First Republic Bank||Los Angeles, CA||Jun 2007 - Feb 2008||< 1|
|First Republic Securities Company||Los Angeles, CA||Jun 2007 - Feb 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management10,614MILLIONS
Total Number of Accounts23,088ACCOUNTS
Average Account Value$459,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.