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
Seth Corkin (CRD# 5962270) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Brookline, MA and has 1 year of experience in the finance industry.
Margot Davis (CRD# 4620184) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 21 years of experience in the finance industry.
Matthew Desmond (CRD# 6127425) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Traverse City, MI and has 1 year of experience in the finance industry.
Robert Dockendorff (CRD# 6555695) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Cohasset, MA and has over 8 years of experience in the finance industry.
Connor Dolan (CRD# 4749648) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 19 years of experience in the finance industry.
Ross Emmer (CRD# 2771690) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Scottsdale, AZ and has over 27 years of experience in the finance industry.
Tanya Escobedo (CRD# 1472296) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 29 years of experience in the finance industry.
Vincent Esposito (CRD# 2566788) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 29 years of experience in the finance industry.
Konstantin Etus (CRD# 5363541) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Elkhorn, NE and has over 12 years of experience in the finance industry.
Laura Evans (CRD# 4135757) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 19 years of experience in the finance industry.