| Advisor Profile |
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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 |
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About Integrated Financial Partners, Inc./Lincoln Financial Advisors Corp. |
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. |
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General Information |
| Years of Experience in Financial Services: |
12
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| 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.
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| States Licensed in: |
MA, NH, VT
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| Number of Years with Current Firm: |
3
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
Lincoln Financial Advisors Corp.
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Education |
| Academic Background |
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| Keene State College
University of New Hampshire |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Fixed & Indexed Products
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 7, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Fixed Annuity, Disability Income
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| Financial Organization Memberships: |
National Association of Insurance and Financial Advisors (NAIFA), Mass Association of Health Underwriters
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| Non-Financial Organization Memberships: |
Acton Lions Club
Middlesex West Chamber of Commerce
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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Compensation and Fees |
| 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.
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| Compensation Methods: |
Based on Assets, Flat Fee, Commissions
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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