Dynamic Advisor Solutions LLC
Legal Name: DYNAMIC ADVISOR SOLUTIONS LLC
Full Contact Details
Dynamic Advisor Solutions LLC
2415 EAST CAMELBACK ROAD, SUITE 700, PHOENIX, AZ
(877) 257-3840
480-718-8778
Other Info
Dynamic Advisor Solutions LLC is a DE Limited Liability Company that has been approved by the Securities and Exchange Commission (SEC) since March 4, 2011. With 74 employees, of which 56 are advisory roles, the firm serves 10 clients. Boasting a strong, dedicated team of financial experts, Dynamic Advisor Solutions LLC is poised to provide reliable and superior financial analysis services.
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Direct Owners
-
CHERIE JEAN JOLLY
CHIEF COMPLIANCE OFFICER owns less than 5%
-
CRAIG PAUL MORNINGSTAR
CHIEF OPERATING OFFICER owns less than 5%
-
DWA MANAGEMENT LLC
MEMBER owns 75% or more
-
JAMES GERARD PALUMBO
CHIEF DEVELOPMENT OFFICER owns less than 5%
-
JAMES RICHARD CANNON
CHIEF EXECUTIVE OFFICER owns less than 5%
Indirect Owners
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CANNON FAMILY TRUST
MEMBER owns 75% or more
-
JAMES RICHARD CANNON
TRUSTEE owns more than 50% but less than 75%
-
SUSAN MCCHESNEY CANNON
TRUSTEE owns more than 50% but less than 75%
Firms Located Nearby
News
- 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
Top Holdings
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