Rodney Smith (CRD# 1887314) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Westminster, CO and has over 11 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors | Phoenix, AZ | Mar 2023 - Current | 1 |
| Helping Hands For Freedom | Phoenix, AZ | Dec 2008 - Current | 15 |
| Your Source Financial, P.l.c. | Scottsdale, AZ | Dec 2015 - Mar 2023 | 7 |
| Bellco Credit Union | Englewood, CO | Oct 2014 - Nov 2014 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Oct 2014 - Nov 2014 | < 1 |
| First Financial Equity Corporation | Scottsdale, AZ | Jun 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
- AZ
- CO
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Total Assets Under Management4,829MILLIONS
-
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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