Experience

Dynamic Advisor Solutions

• United States
• Investment Management
• 1 - 100 Employee

• Founder and CEO

  • 2009 - Present

  Dynamic Advisor Solutions, LLC d/b/a Dynamic Wealth Advisors is an advisory practice development firm serving independent advisory practices throughout the U.S. Fee-based advisors enjoy complete turn-key RIA as well as á la carte RIA services, including back and middle office support, integrated wealth management platform, open architecture products and services, multiple custodians, compliance services and more. Advisors affiliating with Dynamic's RIA discover our services are specifically geared to their needs, and Independently owned RIAs benefit from our enterprise relationships and pricing, back and middle office services and extensive resources. For more information, please visit us at www.DynamicAdvisorSolutions.com or call 877-257-3840. Show less



AIG Financial Advisors, Inc

• President/CEO

  • 2005 - 2008



SunAmerica Securities, Inc.

• President/CEO

  • 2001 - 2005



Sentra Securities Corporation/Spelman & Co. Inc.

• President/CEO

  • 2000 - 2005



SunAmerica Securities Inc

• United States

• Executive Vice President

  • May 1995 - Aug 2000