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DYNAMIC WEALTH STRATEGIES, LLC
DYNAMIC WEALTH STRATEGIES, LLC
GRANITE BAY, California
·
3 registered advisors
·
CRD# 167594
SEC# 801-126356
3
(916) 673-3470
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at DYNAMIC WEALTH STRATEGIES, LLC
3 registered advisors
James Brian Boyle
GRANITE BAY, California
CRD# 5570142
Jerry Clark Palmer
GRANITE BAY, California
CRD# 3270508
Nathan Christopher Ankney
GRANITE BAY, California
CRD# 2444651
05
Office Locations
GRANITE BAY, California
3 advisors
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Data sourced from SEC Form ADV filings. DYNAMIC WEALTH STRATEGIES, LLC (CRD# 167594) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.