Dynamic Financial Solutions, LLC
Dynamic Financial Solutions, LLC (CRD# 144965) is a financial advisory firm headquartered in Phoenix, AZ. They manage $6,500,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$361,111
- 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
- Selection of other advisers (including private fund managers)
Dale Meyer (CRD# 4815199) is an Investment Advisor Representative working at Dynamic Financial Solutions, LLC in Glendale, AZ and has over 13 years of experience in the finance industry.
Thomas Ross (CRD# 4876941) is an Investment Advisor Representative working at Dynamic Financial Solutions, LLC in Glendale, AZ and has over 10 years of experience in the finance industry.