Dynamic Wealth Advisors
Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Phoenix, AZ. They manage $3,252,482,987 in 12,207 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management3,252MILLION
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Total Number of Accounts12,207ACCOUNTS
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Average Account Value$266,444
- 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, WA, WI, WY
Michael Acevedo (CRD# 5099625) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Newport Beach, CA and has over 17 years of experience in the finance industry. Michael Acevedo 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.
Urban Adams (CRD# 3213291) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 23 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 21 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 43 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 17 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 28 years of experience in the finance industry. Erickson Braund 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.
Brian Bucell (CRD# 6091527) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Agoura Hills, CA and has over 8 years of experience in the finance industry. Brian Bucell 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.
James Cannon (CRD# 1755987) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 35 years of experience in the finance industry.
Gordon Carpenter (CRD# 1320524) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Highlands Ranch, CO and has over 38 years of experience in the finance industry. Gordon Carpenter 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.