Dynamic Advisor Solutions: Detailed Company Information & Corporate Profile
Contact top employees from
Dynamic Advisor Solutions
Summary
The company currently specializes in the Financial Services area. The annual revenue of Dynamic Advisor Solutions varies between 10M and 50M. To connect with Dynamic Advisor Solutions employee register on SignalHire.
| Dynamic Advisor Solutions Website | dynamicadvisorsolutions.com |
| Social Links |   |
| Phone Number | +1-877-257-3840 |
| Industries | |
| Dynamic Advisor Solutions Headquarters address | 2415 E Camelback Rd, Suite 700, Phoenix, AZ, 85016 US |
| Company Size | 10-50 employees |
| Specialties | RIA Back office, compliance and investment management, alternative investments, practice management, custodians, RIA consulting, TAMP, Investment Models, RIA |
| Founded | 2009 |
| Estimated Annual Revenue | $10M - 50M |
Dynamic Advisor Solutions Org Chart
Chief Executive Officer
C-Level
S K
Steve Kulesza CFP®
Chief Business Development Officer
K E
Konstantin Etus
Chief Investment Officer
K C
Kim Cecere
Chief Marketing Officer
Workforce Turnover
Number of staff members switched
Total employee turnover
Departmental sample breakdown
Turnover activity captured in SignalHire's departmental sample ( employees):
Corporate Tenure Analytics
Dynamic Advisor Solutions's workforce includes employees across a wide range of tenure levels.
7% have been with the company for less than 1 year14% have been with the company for 1 to 2 years14% have been with the company for 3 to 4 years21% have been with the company for 5 to 7 years29% have been with the company for 8 to 10 years14% have been with the company for more than 11 yearsContact top employees from
Dynamic Advisor Solutions
Jim CannonFounder and CEO
Email (4)c***@gmail.com
, c***@hotmail.com
, c***@aol.com
, ...
Phone (3)+1-909-***-**42
, +1-323-***-**51
, ...
Jackie ZeldinClient Services Associate
Email (4)j***********n@statefarm.com
, j*****n@statefarm.com
, j***********n@bankofthewest.com
, ...
Phone (1)+1-***-***-0948
Steve Kulesza CFP®Chief Business Development Officer
Email (6)s************a@schwab.com
, s****k@madisonadv.com
, s************a@dynamicadvisorsolutions.com
, ...
Phone (1)+1-***-***-5713
Brian BowenDirector of Advisor Integration
Email (6)b*********n@schwab.com
, b***********n@schwab.com
, b****n@dynamicwealthadvisors.com
, ...
Phone (1)+1-***-***-4543
Harvey SamachsonWealth Advisor
Email (4)s***@ml.com
, s***@hotmail.com
, s***@wellsfargoadvisors.com
, ...
Phone (2)+1-323-***-**07
, +1-480-***-**05
Konstantin EtusChief Investment Officer
Email (4)k***@yahoo.com
, k***@clsinvest.com
, k***@ltisolutions.com
, ...
Phone (4)+1-870-***-**42
, +1-623-***-**06
, ...
Melanie AhlersManager On boarding
Email (4)a***@hotmail.com
, a***@gmail.com
, a***@buycoloradoinsurance.com
, ...
Phone (2)+1-909-***-**26
, +1-520-***-**99
Whitney JohnsonPractice Management & Business Development
Email (4)w***@niftyadvisorsupport.com
, j***@brightonjones.com
, j***@hotmail.com
, ...
Phone (2)+1-623-***-**34
, +1-520-***-**64
Briana LindblomClient Service Associate
Email (3)l***@hotmail.com
, b***@aol.com
, b***@securian.com
Phone (3)+1-520-***-**30
, +1-480-***-**38
, ...
Tyler CorbettInvestment Associate
Email (1)t***@yahoo.com
Phone (4)+1-870-***-**41
, +1-480-***-**80
, ...
Matthew BerardInvestment Operations Associate
Email (4)m***@yahoo.com
, b***@aol.com
, b***@cservices.fr
, ...
Phone (4)+1-909-***-**10
, +1-205-***-**07
, ...
Companies Similar to Dynamic Advisor Solutions
Dynamic Advisor Solutions Corporate Information: FAQ
Dynamic Advisor Solutions operates in the Finance industries. More details can be found on the official website: dynamicadvisorsolutions.com.
The headquarters of Dynamic Advisor Solutions are located in Phoenix, United States.
You can contact Dynamic Advisor Solutions by phone at +1-877-257-3840.
Dynamic Advisor Solutions currently employs 10-50 people.
Dynamic Advisor Solutions's revenue is approximately 25.8M.
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