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
John Chichester (CRD# 3134934) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 22 years of experience in the finance industry. John Chichester 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.
Margot Davis (CRD# 4620184) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 20 years of experience in the finance industry.
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.
Connor Dolan (CRD# 4749648) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 18 years of experience in the finance industry.
Ross Emmer (CRD# 2771690) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 26 years of experience in the finance industry. Ross Emmer 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.
Tanya Escobedo (CRD# 1472296) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 28 years of experience in the finance industry.
Vincent Esposito (CRD# 2566788) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Guilford, CT and has over 28 years of experience in the finance industry.
Konstantin Etus (CRD# 5363541) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 11 years of experience in the finance industry.
Laura Evans (CRD# 4135757) 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.
Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 18 years of experience in the finance industry. Courtney Font 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.