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Susan Mcchesney Cannon

DYNAMIC ADVISOR SOLUTIONS LLC·PHOENIX, Arizona
Unclaimed Profile
2415 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 6318736Firm CRD# 151367
01

About

Susan Mcchesney Cannon is a registered financial advisor based in PHOENIX, Arizona, affiliated with DYNAMIC ADVISOR SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DYNAMIC ADVISOR SOLUTIONS LLC
DYNAMIC WEALTH ADVISORS
AUM
$4.8B
Regulatory assets under management
Employees
125
Total firm employees
View all advisors at DYNAMIC ADVISOR SOLUTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ASSET-BASED AND FLAT FEES FOR MODEL PORTFOLIO ADVISER SERVICES
Regulatory
SEC/IARD CRD# 6318736
Firm CRD# 151367
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Mcchesney Cannon offer?
Susan Mcchesney Cannon specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Susan Mcchesney Cannon's credentials?
Susan Mcchesney Cannon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Mcchesney Cannon located?
Susan Mcchesney Cannon is based in PHOENIX, Arizona, working with DYNAMIC ADVISOR SOLUTIONS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Susan Mcchesney Cannon charge for services?
Susan Mcchesney Cannon's firm is compensated through percentage of aum, hourly charges, subscription fees, other: asset-based and flat fees for model portfolio adviser services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DYNAMIC ADVISOR SOLUTIONS LLC?
DYNAMIC ADVISOR SOLUTIONS LLC has approximately 125 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DYNAMIC ADVISOR SOLUTIONS LLC

Justin Patrick
PHOENIX, AZ
James Gerard Palumbo
PHOENIX, AZ
James Richard Cannon
PHOENIX, AZ
Konstantin Grigoryevich Etus
PHOENIX, AZ
Steven Philip Kulesza
PHOENIX, AZ
Cherie Jean Jolly
PHOENIX, AZ

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