Paul Allan Dyer

Employer firm

Optivise Advisory Services LLC CRD 301764

$288M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Legacy Insurance & Financial Advisors, Inc.
  Bangor, ME
• 11/2015 → 02/2018
  Fusion Capital Management Llc
  Glenburn, ME
• 01/2018 → Present
  Virtue Capital Management, Llc
  Brentwood, TN
• 11/2015 → Present
  Vine Family Office
  Glenburn, ME

Previous Registrations

• 2019-10-23 → 2020-12-31
  Optivise Advisory Services Llc
  Hampden, ME
• 2018-03-15 → 2019-06-10
  Virtue Capital Management, Llc
  Glenburn, ME
  Brentwood, TN
• 2015-11-23 → 2018-08-16
  Coppell Advisory Solutions Llc
  Glenburn, ME
• 2007-03-07 → 2007-10-18
  Transamerica Financial Advisors, Llc
  Bangor, ME
  Carmel, IN
  Bangor, ME

Other Businesses

LEGACY INSURANCE AND FINANCIAL ADVISORS - INVESTMENT RELATED - 15 PHILLIP'S RD. GLENBURN MAINE SUITE C -INSURANCE - OWNER - 1/9/1999 - 0 HOURS DEVOTED PER MONTH - PASSIVE INVESTOR. Paul IS NOT RECEIVING ANY INCOME FROM THIS BUSINESS. HE IS AN OWNER, BUT ONLY RECEIVES RENTAL INCOME AND UTILITY PAYMENTS FROM THE FIRM. NOT OTHER INCOME RECEIVED US TAX CENTERS OF BANGOR - NON INVESTMENT RELATED - 15 PHILLIPS RD SUITE A - TAX PREP - OWNER - 11/5/2008 - 15 HOURS DEVOTED PER MONTH OFF SEASON - 30 HOURS DEVOTED PER MONTH DURING TAX SEASON - 15 HOURS DEVOTED PER MONTH DURING TRADING HOURS - TAX INTAKES & HIRING. UNITED CLOUD PARTNER SERVICES - NON INVESTMENT RELATED - 15 PHILLIPS RD. SUITE B - IT AND MARKETING - OWNER - 7/14/2009 - 20-40 HOURS DEVOTED PER MONTH - 20 HOURS DEVOTED PER MONTH DURING TRADING HOURS - IT TRAINING AND SYSTEMS USE TRAINING. REAL4RENT - NON INVESTMENT RELATED - 15 PHILLIPS RD.GLENBURN MAINE SUITE C - REAL ESTATE RENTALS -OWNER2002 - 0 HOURS DEVOTED PER MONTH -PASSIVE INVESTOR. MASTER MENTORS LLC -NON INVESTMENT RELATED - 15 PHILLIPS RD. GLENBURN MAINE SUITE C - BUSINESS CONSULTING - OWNER - 1996 - 5 HOURS DEVOTED PER MONTH - BUSINESS CONSULTING - SECURE CLOUD SERVICE CORPORATION - NON INVESTMENT RELATED - P. O. BOX 265 PATTEN ME. 04765 (HAPPY ACRE RD) - SECURE IT - 25% OWNER - 3/22/2010 - 10 HOURS DEVOTED PER MONTH - PASSIVE INVESTOR. LEGACY CHARITIES - NON INVESTMENT RELATED - 15 PHILLIPS RD SUITE E - GIVING MONEY TO CHARITIES - FOUNDER/VOLUNTEER - 2005 - 2 HOURS DEVOTED PER MONTH - HELPING 501CS RAISE SMALL DONATIONS FROM ROAD RACES AND TEA PARTIES. Rent4Real Real Estate, Owner - 01/2001-Present (a property management company. He receives compensation from rent paid on the properties.) Non-investment related Scuba Dive Guys, Owner - 01/2017-Present (a water diving service company. He received compensation for services rendered.) Non-investment related Air Attic, Owner - 01/2000-Present (a food vendor and service company. He receives compensation for services rendered.) Non investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-18
• S63 Uniform Securities Agent State Law Examination
  2005-09-06

Other Names

• Paul Allan Dyer