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.
CRD# 5922302
Osaic Wealth, Inc.
CRD# 4060469
Raymond James & Associates, Inc.
CRD# 2485377
Ae Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dynamic Wealth Advisors Dba Centennial Wealth Management | Phoenix, AZ | Aug 2020 - Current | 4 |
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 |
- GA
- ID
- UT
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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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