Gary Luna, financial advisor Surprise AZ

Gary Luna

CRD Number: 5006571
Current Firm: Dynamic Wealth Advisors

Gary Luna (CRD# 5006571) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 18 years of experience in the finance industry. Gary Luna 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.

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Professional Designations
Company Name Location Dates Years
Leigh Baldwin & Company, LLC Cazenovia, NY Jul 2014 - Current 9
Dynamic Wealth Advisors Surprise, AZ Jul 2014 - Current 9
Luna Wealth Management Sun City West, AZ Mar 2011 - Current 13
Support Company - Insurance Sun City, AZ Feb 2010 - Current 14
Kms Financial Services, Inc. Seattle, WA Nov 2012 - Jun 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary L. Luna
Phone Number: 623-466-6060
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    109
    MILLIONS
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $401,487
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, TX

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