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).

By the Numbers
  • Total Assets Under Management
    4,829
    MILLION
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
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
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, VT, WA, WI, WY

Financial Advisors at Dynamic Wealth Advisors
Showing 11 - 20 of 80 top financial advisors.
11
Seth D. Corkin
CRD#: 5962270
Brookline, MA

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.

12
Margot S. Davis
CRD#: 4620184
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Margot Davis (CRD# 4620184) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 21 years of experience in the finance industry.

13
Matthew J. Desmond
CRD#: 6127425
818 Red Drive, Suite 210, Traverse City, MI 49684

Matthew Desmond (CRD# 6127425) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has 1 year of experience in the finance industry.

14
Robert E. Dockendorff
CRD#: 6555695
132 Chief Justice Cushing Hwy, #70, Cohasset, MA 02025

Robert Dockendorff (CRD# 6555695) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Cohasset, MA and has over 8 years of experience in the finance industry.

15
Connor F. Dolan
CRD#: 4749648
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Connor Dolan (CRD# 4749648) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 19 years of experience in the finance industry.

16
Ross D. Emmer
CRD#: 2771690
Scottsdale, AZ

Ross Emmer (CRD# 2771690) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 27 years of experience in the finance industry.

17
Tanya M. Escobedo
CRD#: 1472296
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Tanya Escobedo (CRD# 1472296) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 29 years of experience in the finance industry.

18
Vincent M. Esposito
CRD#: 2566788
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Vincent Esposito (CRD# 2566788) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 29 years of experience in the finance industry.

19
Konstantin G. Etus
CRD#: 5363541
Elkhorn, NE

Konstantin Etus (CRD# 5363541) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Elkhorn, NE and has over 12 years of experience in the finance industry.

20
Laura A. Evans
CRD#: 4135757
2150 South 1300 East, Suite 110, Salt Lake City, UT 84106

Laura Evans (CRD# 4135757) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 19 years of experience in the finance industry.

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