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
Curtis Simmons (CRD# 6847718) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 6 years of experience in the finance industry.
Rodney Smith (CRD# 1887314) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Westminster, CO and has over 11 years of experience in the finance industry.
Paul Swenson (CRD# 5319408) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Prescott, AZ and has over 12 years of experience in the finance industry.
Celeste Wall (CRD# 5689790) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Ontario, CA and has over 14 years of experience in the finance industry.
Mark Weil (CRD# 6701709) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 7 years of experience in the finance industry.
Donald Wiscomb (CRD# 1194012) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 40 years of experience in the finance industry.
David Wu (CRD# 5287126) is an Investment Advisor Representative working at Dynamic Wealth Advisors in San Diego, CA and has over 13 years of experience in the finance industry.
Alecsander Zari (CRD# 6828139) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 6 years of experience in the finance industry.
Parker Dubreuil (CRD# 7528806) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Agoura Hills, CA and has over 2 years of experience in the finance industry.