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).

By the Numbers
  • Total Assets Under Management
    4,829
    MILLION
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Dynamic Wealth Advisors
Showing 1 - 10 of 80 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 18 years of experience in the finance industry.

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 23 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 21 years of experience in the finance industry.

4
Vincent J. Asaro
CRD#: 703486
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

Vincent Asaro (CRD# 703486) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 44 years of experience in the finance industry.

5
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 18 years of experience in the finance industry.

6
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.

7
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 29 years of experience in the finance industry.

8
Brian M. Bucell
CRD#: 6091527
29800 Agoura Road, Suite 102, Agoura Hills, CA 91301

Brian Bucell (CRD# 6091527) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Agoura Hills, CA and has over 9 years of experience in the finance industry.

9
James R. Cannon
CRD#: 1755987
2415 East Camelback Road, Suite 700, Phoenix, AZ 85016

James Cannon (CRD# 1755987) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 36 years of experience in the finance industry.

10
Gordon W. Carpenter
CRD#: 1320524
Highlands Ranch, CO

Gordon Carpenter (CRD# 1320524) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Highlands Ranch, CO and has over 39 years of experience in the finance industry.

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