April HoraceCRD Number: 4439658
Current Firm: Dynamic Wealth Advisors
April Horace (CRD# 4439658) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Denver, CO and has over 6 years of experience in the finance industry.
Ewealth Consulting, LLC
Fit Financial Consulting LLC
Wealth Legacy Institute, Inc.
|Dynamic Wealth Advisors||Scottsdale, AZ||Aug 2012 - Current||5|
|Stay Tuned Capital LLC||Denver, CO||Jul 2011 - Current||6|
|Independent Consultant||Denver, CO||Mar 2009 - Jun 2011||2|
|Janco Partners, Inc.||Greenwood Village, CO||Nov 2001 - Feb 2009||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2011|
Total Assets Under Management676MILLIONS
Total Number of Accounts3,280ACCOUNTS
Average Account Value$206,011
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, UT, VA, WA
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