Dynamic Advisor Solutions LLC
Nombre legal: DYNAMIC ADVISOR SOLUTIONS LLC
Detalles de contacto completos
Dynamic Advisor Solutions LLC
2415 EAST CAMELBACK ROAD, SUITE 700, PHOENIX, AZ
(877) 257-3840
480-718-8778
Otra información
Dynamic Advisor Solutions LLC es una Compañía de Responsabilidad Limitada de DE que ha sido aprobada por la Comisión de Valores y Bolsa (SEC) desde el 4 de marzo de 2011. Con 74 empleados, de los cuales 56 tienen roles de asesoramiento, la empresa presta servicios a 10 clientes. Con un equipo fuerte y dedicado de expertos financieros, Dynamic Advisor Solutions LLC está preparada para ofrecer servicios confiables y superiores de análisis financiero.
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Propietarios directos
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CHERIE JEAN JOLLY
CHIEF COMPLIANCE OFFICER posee menos de 5%
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CRAIG PAUL MORNINGSTAR
CHIEF OPERATING OFFICER posee menos de 5%
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DWA MANAGEMENT LLC
MEMBER posee 75% o más
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JAMES GERARD PALUMBO
CHIEF DEVELOPMENT OFFICER posee menos de 5%
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JAMES RICHARD CANNON
CHIEF EXECUTIVE OFFICER posee menos de 5%
Propietarios indirectos
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CANNON FAMILY TRUST
MEMBER posee 75% o más
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JAMES RICHARD CANNON
TRUSTEE posee más del 50% pero menos del 75%
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SUSAN MCCHESNEY CANNON
TRUSTEE posee más del 50% pero menos del 75%
Empresas ubicadas cerca
Noticias
- Navigating the Shifts: Dynamic Advisor Solutions' Investment Strategy Evolution from Q4 2023 to Q1 2024
- Dynamic Advisor Solutions LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Dynamic Advisor Solutions LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Analyzing Dynamic Advisor Solutions LLC Q4 2022 vs. Q1 2023 13F Holdings
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