Dynamic Advisor Solutions
Dynamic Advisor Solutions is a professional services provider for successful wealth advisors who desire to take their practices to the next level. With Dynamic’s complete business solution, myVirtualPractice™, focus on your clients, grow your business and live the life you’ve always wanted. Investment advisory services are offered through Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors. Dynamic Advisor Solutions, LLC is an SEC registered investment adviser. Dynamic provides the people, resources and technology wealth advisors need to create efficiencies so they can focus on providing exceptional client experiences. Supporting successful advisory practices—both IARs and RIAs—across the U.S. and serving thousands of wealth clients, Dynamic delivers myVirtualPractice™. This cloud-based, customizable solution offers front, middle and back office support, integrated platform, compliance, portfolio management, practice consulting and concierge administrative services. For more information, visit or call 877-257-3840. Elevate your practice.
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Verified contacts
36
available on Kipplo
LinkedIn employees
44
11 to 50 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
1
tools in use
Monthly traffic
197
organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- BB
Brock Bowden
Wealth Advisor · Finance & Accounting
EmailPhone - CJ
Cameron Juhnke
Investment Operations Manager · Finance & Accounting
EmailPhone - DW
Don Wiscomb
Wealth Manager · Finance & Accounting
EmailPhone - JD
Jennifer Degroat
Manager, Advisor Support · General Business & Management
EmailPhone - JD
John Davis
Senior Investment Research Analyst · Finance & Accounting
EmailPhone - KM
Kathleen Murray
Wealth Manager · Finance & Accounting
EmailPhone - AE
Amy Eagan
Advisor Support · Customer/Client Service
EmailPhone - CF
Courtney Font
Investment Advisor Representative · Finance & Accounting
EmailPhone - SB
Samantha Bitzer
Compliance Associate · Finance & Accounting
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Dynamic Advisor Solutions
30 distinct titles indexed · top 10 shown.
- 3wealth manager
- 2business development
- 2iar
- 1advisor support
- 1business development officer & investment advisor representative
- 1chief business development officer
- 1chief compliance officer
- 1chief investment officer
- 1chief marketing officer
- 1chief service officer
- +20more titles
Sign up to unlock all 36 contacts at Dynamic Advisor Solutions
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