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Patrick Vincent Dyer is a financial advisor professional located in Timonium, MD. They specialize in financial advisory. With over 38 years of experience, they bring deep expertise to every client.
Patrick Vincent Dyer - Capital Portfolio Management, Inc. holds an active professional license (FINRA CRD) for your protection.
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Patrick Vincent Dyer operates Capital Portfolio Management, Inc. in Timonium, Maryland. With 38 years in the financial advisory industry, Dyer brings extensive experience in portfolio management and financial planning. The firm holds a FINRA CRD license (number 1668143), which governs securities-related advisory activities. Dyer's long tenure in the field reflects deep knowledge of market dynamics and client wealth management strategies.
A FINRA CRD license indicates that Patrick Vincent Dyer is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing securities professionals. This registration means Dyer has met specific educational and examination requirements to conduct investment advisory and securities business. FINRA maintains ongoing regulatory oversight of licensed advisors, including continuing education mandates and compliance monitoring. The CRD number (1668143) is the unique identifier through which clients and regulators can verify registration status and disciplinary history.