Dynamic Wealth Advisors

Dynamic Wealth Advisors (CRD# 151367) is a financial advisory firm headquartered in Phoenix, AZ. They manage $2,116,729,194 in 8,036 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,117
    MILLION
  • Total Number of Accounts
    8,036
    ACCOUNTS
  • Average Account Value
    $263,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Dynamic Wealth Advisors
Showing 1 - 10 of 71 top financial advisors.
1
Michael A. Acevedo
CRD#: 5099625
5000 Birch Street, West Tower, Suite 3000, Newport Beach, CA 92660

Michael Acevedo (CRD# 5099625) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Newport Beach, CA and has over 14 years of experience in the finance industry. Michael Acevedo 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.

2
Urban W. Adams
CRD#: 3213291
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Urban Adams (CRD# 3213291) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 20 years of experience in the finance industry.

3
Mark L. Anderson
CRD#: 1527874
2150 South 1300 East, Suite 110, Salt Lake City, UT 84106

Mark Anderson (CRD# 1527874) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 17 years of experience in the finance industry.

4
Vincent J. Asaro
CRD#: 703486
16957 18 Mile Rd, Clinton Township, MI 48038

Vincent Asaro (CRD# 703486) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Clinton Township, MI and has over 40 years of experience in the finance industry.

5
Maya N. Balian
CRD#: 7042730
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Maya Balian (CRD# 7042730) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.

6
Richard E. Bingaman
CRD#: 7025218
1630 E Bethany Home Road, Phoenix, AZ 85016

Richard Bingaman (CRD# 7025218) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.

7
Brock B. Bowden
CRD#: 5010163
2150 South 1300 East, Suite 110, Salt Lake City, UT 84106

Brock Bowden (CRD# 5010163) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 14 years of experience in the finance industry.

8
Laura A. Bradford
CRD#: 6424841
1058 West Avenue M-14, Suite B, Palmdale, CA 93551

Laura Bradford (CRD# 6424841) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Palmdale, CA and has 1 year of experience in the finance industry.

9
Erickson R. Braund
CRD#: 2544396
13919 S. West Bay Shore Drive, Suite #106, Traverse City, MI 49684

Erickson Braund (CRD# 2544396) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has over 25 years of experience in the finance industry. Erickson Braund 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.

10
Stephanie Bruno
CRD#: 2952200
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Stephanie Bruno (CRD# 2952200) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 16 years of experience in the finance industry. Stephanie Bruno 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.