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Robert D
CFP®, Series 63
Middle River, MD
OSAIC
Robert Dyer Sr. is a CFP® with 42 years of experience in the financial services industry. He is currently with OSAIC and has held previous roles at Securities America Advisors, Investacorp Advisory Services, and Compass Financial Group. Outside of advisory work, he is involved in life and health insurance sales and serves as co-trustee of a family member’s special needs trust. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and alternative investment options.
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