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
Courtney Font (CRD# 4860482) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 19 years of experience in the finance industry.
Timothy Garretson (CRD# 5285107) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 17 years of experience in the finance industry.
John Gillespie (CRD# 1231758) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 40 years of experience in the finance industry.
Francis Gillis (CRD# 1590453) is an Investment Advisor Representative with Dynamic Wealth Advisors in Fort Collins, CO and has over 30 years of experience in the finance industry. Francis Gillis owns and operates 401k Extra LLC.
Lucas Gillis (CRD# 7067927) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Fort Collins, CO and has over 5 years of experience in the finance industry.
Erin Goergen (CRD# 4646127) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 21 years of experience in the finance industry.
Matthew Hansen (CRD# 5292258) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Queen Creek, AZ and has over 9 years of experience in the finance industry.
William Hansen (CRD# 6817886) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 6 years of experience in the finance industry.
Justin Hardesty (CRD# 2937666) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 24 years of experience in the finance industry.
Marina Hernandez (CRD# 6377638) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.