Parker Dubreuil (CRD# 7528806) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Agoura Hills, CA and has over 2 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors Dba Crestview Capital Management | Phoenix, AZ | Apr 2022 - Current | 2 |
| Paysafe Group | Westlake Village, CA | Jan 2021 - Mar 2022 | 1 |
| California Lutheran University | Thousand Oaks, CA | Aug 2017 - Jan 2021 | 3 |
| Abercrombie & Fitch Co | Thousand Oaks, CA | Feb 2018 - Jul 2018 | < 1 |
| Moorpark Country Club | Moorpark, CA | Apr 2017 - Aug 2017 | < 1 |
| Fulltime Student | Moorpark, CA | Jan 2012 - Apr 2017 | 5 |
| Aldo Group | Thousand Oaks, CA | May 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CA
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Total Assets Under Management4,829MILLIONS
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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