Advisor at Dyer & Company, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dyer & Company, L.L.C.
Location
Charlotte, NC 28203
Credentials
Series 65
Industry experience
< 1 year
Caroline Hawkins is a financial advisor at Dyer & Company, L.L.C. in Charlotte, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Dyer & Company, she held positions at Sompo International, Wahoo Fitness, Athleta, and Wake Forest University. Dyer & Company provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm uses modern portfolio theory and long-term trading strategies to build diversified portfolios tailored to clients’ goals and risk tolerance.
Based on Dyer & Company, L.L.C.
Based on Dyer & Company, L.L.C.
$0 - $1,000,000: 0.95% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
$250 per hour
300 East Boulevard, Suite B4
Charlotte, NC 28203
North Carolina
Dyer & Company, L.L.C.
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
Sompo International
2024 - 2024 (1 year)
Wahoo Fitness
2023 - 2023 (1 year)
Athleta
2022 - 2022 (1 year)
Wake Forest University
2021 - 2025 (4 years)
Unemployed
2021 - 2021 (1 year)
Storico Fresco Alimentary
2020 - 2021 (1 year)
Full Time Student
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Charlotte, NC
Lake Effect Wealth LLC
CFP®
Charlotte, NC
Flat Fee Financial LLC
As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
Series 63, Series 65
Indian Trail, NC
Cornerstone Investment Services, Inc.
Series 65
Charlotte, NC
Goldfarb Wealth Advisors
CFP®, Series 63, Series 65
Concord, NC
360 Aviation Advisors, LLC
CFP®, Series 63, Series 65
Charlotte, NC
Ocean Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")