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).

By the Numbers
  • Total Assets Under Management
    3,252
    MILLION
  • Total Number of Accounts
    12,207
    ACCOUNTS
  • Average Account Value
    $266,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Dynamic Wealth Advisors
Showing 1 - 10 of 81 top financial advisors.
1
Michael A. Acevedo
CRD#: 5099625
5000 Birch Street, West Tower, Suite 3000, Newport Beach, CA 92660

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.

2
Urban W. Adams
CRD#: 3213291
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

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.

3
Mark L. Anderson
CRD#: 1527874
2150 South 1300 East, Suite 110, Salt Lake City, UT 84106

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.

4
Vincent J. Asaro
CRD#: 703486
Shelby Township, MI

Vincent Asaro (CRD# 703486) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Shelby Township, MI and has over 43 years of experience in the finance industry.

5
Brock B. Bowden
CRD#: 5010163
2150 South 1300 East, Suite 110, Salt Lake City, UT 84106

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.

6
Laura A. Bradford
CRD#: 6424841
1058 West Avenue M-14, Suite B, Palmdale, CA 93551

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.

7
Erickson R. Braund
CRD#: 2544396
13919 S. West Bay Shore Drive, Suite #106, Traverse City, MI 49684

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.

8
Brian M. Bucell
CRD#: 6091527
29800 Agoura Road, Suite 102, Agoura Hills, CA 91301

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.

9
James R. Cannon
CRD#: 1755987
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

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.

10
Gordon W. Carpenter
CRD#: 1320524
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Gordon Carpenter (CRD# 1320524) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ 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.

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