Steve Hyers is a native of Jacksonville, Florida who grew up in the city. Steve has worked in the financial services industry for over 25 years and has owned his own firm for over 16 years. After acquiring his undergraduate degree, his experiences include being a bank officer specializing in investments and loans, for one of the largest financial institutions in the United States during the 1990s. Steve also held a Director-level position for one of the largest employee benefits firms in the state of Florida during the 1980's.
As a financial planner*, Steve is both a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He has earned these credentials by completing courses over several years and passing national standardized tests. As a result, Steve has become a specialist in areas of wealth-management, retirement-planning, estate-planning, education-planning, and loans.
Capital Dimensions Wealth Management offers clients the ability to invest on either of two platforms-- commission based and/or advisory-fee based. Clients have the option to purchase a wide variety of investments by paying a commission at the time of purchase or pay a small fee periodically based on the amount of assets within their portfolio. Steve’s broker/dealer, LPL Financial, is the sixth largest broker/dealer in America with over 11,000 affiliated advisors nationwide.**
* Steve is a financial planner with, and offers fee-based advisory services through LPL Financial.
**Based on total revenues as reported in Financial Planning magazine, June 1996-2014
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