Dynamic Wealth Advisors

Dynamic Wealth Advisors (CRD# 169792) is a financial advisory firm headquartered in Surprise, AZ. They manage $39,512,114 in 236 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    236
    ACCOUNTS
  • Average Account Value
    $167,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AZ

Financial Advisors at Dynamic Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Grant S. Hadden
CRD#: 6034466
14780 W. Mountain View Blvd., Suite 211, Surprise, AZ 85374
90
Wealthminder
score

Grant Hadden (CRD# 6034466) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 4 years of experience in the finance industry.

2
Gary L. Luna
CRD#: 5006571
14780 W. Mountain View Blvd., Suite 211, Surprise, AZ 85374
86
Wealthminder
score

Gary Luna (CRD# 5006571) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 11 years of experience in the finance industry. Gary Luna 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.

3
Adam C. Carlini
CRD#: 1857827
14780 W. Mountain View Blvd., Suite 211, Surprise, AZ 85374
83
Wealthminder
score

Adam Carlini (CRD# 1857827) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Surprise, AZ and has over 28 years of experience in the finance industry.

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