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
Christopher Ordway (CRD# 4505062) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 22 years of experience in the finance industry.
Athanassios Panagiotakopoulos (CRD# 5774816) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 13 years of experience in the finance industry.
Derek Pantele (CRD# 6755370) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.
Stephen Pease (CRD# 4667224) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 20 years of experience in the finance industry.
Jay Rabins (CRD# 4216824) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 23 years of experience in the finance industry.
Scott Rader (CRD# 5842833) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Bulverde, TX and has over 13 years of experience in the finance industry.
Sundip Rai (CRD# 6713946) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 6 years of experience in the finance industry.
Harvey Samachson (CRD# 1907196) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Lewes, DE and has over 35 years of experience in the finance industry.
Charles Sera (CRD# 6107850) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Marana, AZ and has over 11 years of experience in the finance industry.
Kushal Shah (CRD# 5017061) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Newbury Park, CA and has over 18 years of experience in the finance industry.