Financial ADVSR advisor directory · SEC adviser records
Dynamic financial advisors in California
Every SEC-registered investment adviser representative at a Dynamic office in California, by city and A to Z.
8 registered advisors work at Dynamic in California, out of 69 nationwide; it's the firm's number 2 state by advisors, and the most are in Calabasas (1). 2 list the CFP designation and 0 are also registered broker representatives.
Dynamic advisors by city in California
Every firm in California →Calabasas 1Camarillo 1Newbury Park 1Newport Beach 1Ontario 1Orange 1Palmdale 1San Diego 1
Dynamic advisors in California, A to Z
Search by name →- Michael A. AcevedoNewport Beach · Certified Financial Planner
- Laura A. BradfordPalmdale
- Joseph A. HarrisCamarillo
- Edward J. LebeauOrange
- Alano D. MassiCalabasas · Certified Financial Planner
- Kushal A. ShahNewbury Park
- Celeste K. WallOntario
- David J. WuSan Diego
Dynamic advisors in every state →Dynamic: assets, clients and custodians →Advisor Moves: who changed firms this week →
Dynamic in other states
Questions
How many Dynamic financial advisors are in California?
8 investment adviser representatives are registered at Dynamic offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 69 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Dynamic have the most advisors?
Calabasas, with 1, then Camarillo (1). Dynamic has advisors in 8 cities in California.
How do I check a Dynamic advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Dynamic office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.