Dwight Dykstra (CRD# 1028210) is an Investment Advisor Representative working at Alternative Investment Advisors, LLC in Maitland, FL and has over 36 years of experience in the finance industry.
CRD# 1009942
Ubs Financial Services Inc.
CRD# 4845592
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2227187
Merit Financial Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Florida Financial Consulting LLC | Stamford, CT | Sep 2018 - Current | 5 |
First Financial Strategies, LLC | Maitland, FL | Jul 2017 - Current | 6 |
Aegis Wealth Management, LLC | Maitland, FL | May 2015 - Current | 9 |
Alternative Investment Advisors, LLC | Maitland, FL | Nov 2011 - Current | 12 |
Vision Brokerage Services, LLC | Maitland, FL | May 2013 - Jun 2019 | 6 |
Florida Financial Strategies, LLC | Orlando, FL | Aug 2011 - Jul 2017 | 5 |
Palm Equity Management, LLC | Maitland, FL | Nov 2011 - Jul 2016 | 4 |
Palm Equity Advisors, LLC | Maitland, FL | Nov 2011 - Jul 2016 | 4 |
Palm Equity Partners, LP | Maitland, FL | Nov 2011 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1987 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management296MILLIONS
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Total Number of Accounts2,716ACCOUNTS
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Average Account Value$109,146
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IA, MN, NE, SD, TX
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