Dynamic Wealth Advisors
Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Phoenix, AZ. They manage $4,829,248,145 in 14,988 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management4,829MILLION
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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
Michael Acevedo (CRD# 5099625) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Newport Beach, CA and has over 18 years of experience in the finance industry.
Urban Adams (CRD# 3213291) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 24 years of experience in the finance industry.
Mark Anderson (CRD# 1527874) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 22 years of experience in the finance industry.
Vincent Asaro (CRD# 703486) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 44 years of experience in the finance industry.
Brock Bowden (CRD# 5010163) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 18 years of experience in the finance industry.
Laura Bradford (CRD# 6424841) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Palmdale, CA and has 1 year of experience in the finance industry.
Erickson Braund (CRD# 2544396) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has over 29 years of experience in the finance industry.
Brian Bucell (CRD# 6091527) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 10 years of experience in the finance industry.
James Cannon (CRD# 1755987) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 36 years of experience in the finance industry.
Seth Corkin (CRD# 5962270) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Brookline, MA and has 1 year of experience in the finance industry.