Dynamic Advisor Solutions LLC
Nome legal: DYNAMIC ADVISOR SOLUTIONS LLC
Detalhes completos de contato
Dynamic Advisor Solutions LLC
2415 EAST CAMELBACK ROAD, SUITE 700, PHOENIX, AZ
(877) 257-3840
480-718-8778
Outras informações
A Dynamic Advisor Solutions LLC é uma empresa de responsabilidade limitada de Delaware que foi aprovada pela Securities and Exchange Commission (SEC) desde 4 de março de 2011. Com 74 funcionários, dos quais 56 são consultores, a empresa atende a 10 clientes. Com uma equipe forte e dedicada de especialistas financeiros, a Dynamic Advisor Solutions LLC está preparada para fornecer análises financeiras confiáveis e superiores.
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Proprietários diretos
-
CHERIE JEAN JOLLY
CHIEF COMPLIANCE OFFICER é proprietária menos de 5%
-
CRAIG PAUL MORNINGSTAR
CHIEF OPERATING OFFICER é proprietária menos de 5%
-
DWA MANAGEMENT LLC
MEMBER é proprietária 75% ou mais
-
JAMES GERARD PALUMBO
CHIEF DEVELOPMENT OFFICER é proprietária menos de 5%
-
JAMES RICHARD CANNON
CHIEF EXECUTIVE OFFICER é proprietária menos de 5%
Proprietários Indiretos
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CANNON FAMILY TRUST
MEMBER é proprietária 75% ou mais
-
JAMES RICHARD CANNON
TRUSTEE é proprietária mais de 50% mas menos de 75%
-
SUSAN MCCHESNEY CANNON
TRUSTEE é proprietária mais de 50% mas menos de 75%
Empresas localizadas nas proximidades
Notícia
- 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
Principais Participações
- ALPS SECTOR DIVIDEND $15,443k
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- ALPHABET INC $3,255k
- ACCENTURE PLC IRELAND $3,006k
- AT&T INC $2,939k
- ABBOTT LABS $2,473k
- Bank of America Corp. $2,395k
- Alphabet Inc $2,202k