Thomas McCannCRD Number: 5949698
Current Firm: Dynamic Wealth Advisors
Thomas McCann (CRD# 5949698) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Westlake Village, CA and has over 6 years of experience in the finance industry.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Dynamic Wealth Advisors||Scottsdale, AZ||Feb 2018 - Current||< 1|
|Steel Peak Wealth Management, LLC||Woodland Hills, CA||Jan 2015 - Feb 2018||3|
|Morgan Stanley||Beverly Hills, CA||Aug 2014 - Jan 2015||< 1|
|Fisher Investments||Woodside, CA||Jan 2013 - Aug 2014||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Seattle, WA||Jun 2011 - Dec 2012||1|
|Griot's Garage||Tacoma, WA||Jan 2011 - Jun 2011||< 1|
|Chapman University||Orange, CA||Aug 2006 - Dec 2010||4|
|Griot's Garage||Tacoma, WA||May 2007 - Aug 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.