Gordon CarpenterCRD Number: 1320524
Current Firm: Dynamic Wealth Advisors
Gordon Carpenter (CRD# 1320524) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 38 years of experience in the finance industry. Gordon Carpenter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Dynamic Wealth Advisors Dba Centennial Investment Advisors||Phoenix, AZ||Mar 2018 - Current||5|
|Yellowstone Partners||Centennial, CO||Mar 2015 - Mar 2018||3|
|Neidiger, Tucker, Bruner, Inc.||Centennial, CO||Feb 2012 - Mar 2015||3|
|Centennial Investments||Englewood, CO||Jan 2001 - Mar 2015||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts12,207ACCOUNTS
Average Account Value$266,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WA, WI, WY
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