Luke Sutton, financial advisor Phoenix AZ

Luke Sutton

CRD Number: 6915764
Current Firm: Dynamic Wealth Advisors

Luke Sutton (CRD# 6915764) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth Advisors Dba Centennial Wealth Management Phoenix, AZ Aug 2020 - Current 3
Avantax Advisory Services Rexburg, ID Oct 2019 - Aug 2020 < 1
Sutton & Simmons Rexburg, ID Jul 2018 - Aug 2020 2
Avantax Investment Services, Inc. Rexburg, ID Feb 2018 - Aug 2020 2
Sutton Legacy Group Rexburg, ID Aug 2017 - Aug 2020 3
Kpmg LLP Dallas, TX Oct 2015 - Jul 2018 2
Gallup Omaha, NE Jun 2011 - Oct 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Luke J. Sutton
Phone Number: (877) 257-3840
Firm Website: https://www.oxfordfp.net
Registered State(s):
  • GA
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    4,829
    MILLIONS
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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