CRD Number: 4751511
Current Firm: Strategic Wealth Advisors Group
Compensation Model: Both
Dynamic Wealth Strategies, LLC
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
|Lpl Financial||Sacramento, CA||Mar 2010 - Current||10|
|American Express Financial Advisors Inc.||Roseville, CA||Jan 2004 - Mar 2010||6|
|Ids Life Insurance Company||Roseville, CA||Jan 2004 - Mar 2010||6|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||May 2004|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Total Assets Under Management863MILLIONS
Total Number of Accounts4,935ACCOUNTS
Average Account Value$174,890
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA
Securities and Advisory services offered through LPL Financial Member FINRA / SIPC ©2015 Lighthouse Strategic Advisors All Rights Reserved
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