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David Clifton Dyer

Advisor at King George Capital Mgmt, Inc. — King George, VA Ridge Road

Updated today

Credentials

Series 63, Series 66

Experience

24 years

Location

King George, VA 22485

King George Capital Mgmt, Inc.

Supported

Total advisors

3

Across 2 offices

Clients per advisor

19 Low

Avg AUM per client

$714,286 Typical

HNW client ratio

11% Low

About

David Dyer is a financial advisor at King George Capital Management, Inc. He holds Series 63 and Series 66 designations and has 24 years of industry experience. He has been associated with Kingsbridge Capital Corp. for 26 years. King George Capital Management is a small advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management, financial planning, and investment consulting, utilizing both fundamental and technical analysis and occasionally employing margin and options strategies.

Client services

Based on King George Capital Mgmt, Inc.

Financial planning Portfolio management

Occupation focus

Based on King George Capital Mgmt, Inc.

Retired

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Fee options

Percentage

0.5% to 1.5% per annum (negotiable)

Project-based

Financial planning services generally $250 per hour (negotiable)

Other

Account minimum: $100,000

Location

See office

King George, VA Ridge Road

12407 Ridge Road, 12407 Ridge Road

King George VA 22485

Advisors at this office

2

Most active in

Virginia

Work history

24 years of industry experience

Kingsbridge Capital Corp.

2000 - Present • 26 years

King George, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stephen B

CFP®, Series 63, Series 65

King George, VA

King George Capital Mgmt, Inc.

Stephen Brown is a CFP® certified financial advisor with 44 years of industry experience. He serves as president of King George Capital Management, Inc., where he has worked since 1997, and has also been associated with Capitol Securities Management since 2014. Outside of advisory work, he is involved in developing family-owned land into residential subdivisions. King George Capital Management, Inc. is a small supported advisory firm managing approximately $40 million for around 56 clients, including individual investors, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, employing discretionary management where authorized.

Retired
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Richard W

Series 63, Series 66

King George, VA

King George Capital Mgmt, Inc.

Richard Weart is a financial advisor at King George Capital Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Dergalis Associates LLC and Realty Benefit Services, focusing on ancillary products and tax account programs marketed to real estate professionals. King George Capital Management, Inc. is a small, supported advisory firm managing approximately $40 million for around 56 clients, including individuals, trusts, estates, and retirement accounts. The firm offers customized equity and fixed-income portfolio management using fundamental and technical analysis, serving a broad client base that includes both private and institutional investors.

Retired
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Kenneth T

CFP®, Series 65

King George, VA

Next Up Wealth Advisors, LLC

Kenneth Turner is a CFP® with 19 years of industry experience, currently serving at Next Up Wealth Advisors, LLC. He previously worked at TMB, Inc. for 11 years and Brightscape Investment Centers for 19 years. Next Up Wealth Advisors provides advisory services to individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, asset allocation, and evidence-based techniques to construct diversified portfolios and offers pension plan consulting under ERISA fiduciary standards.

College savings (529s, UTMA, etc.) Wealth management
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Destiny P

Series 66

Dahlgren, VA

Cetera

Destiny Pipkin is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various program platforms and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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George S

Series 63, Series 65

King George, VA

Mass Mutual Investors Services

George Snook is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Mass Mutual since 2004 and previously spent 15 years with Wienken Advisors, Ltd. Beyond his advisory work, he co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jaclyn H

Series 66

King George, VA

Edward Jones

Jaclyn Harbour is a financial advisor at Edward Jones with 5 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014. Outside of her advisory role, she has experience assisting as a backup photographer for a wedding photography business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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