Connor Francis Dolan

Dynamic Wealth Advisors

19 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Dynamic Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

5,484 clients

Average Client Portfolio

$974K average

Assets Under Management

$5.3B

Fee Structure

Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dynamic

August 2019 - Present · 6 yrs 6 mos

Previous Registrations

Gsb Wealth Management, LLC

November 2016 - May 2019 · 2 yrs 6 mos

Infinex Investments, INC.Broker

October 2009 - May 2016 · 6 yrs 7 mos

Infinex Investments, INC.

October 2009 - May 2016 · 6 yrs 7 mos

Morgan Stanley Smith BarneyBroker

June 2009 - June 2009 · 0 mos

Morgan Stanley Smith Barney LLC

June 2009 - June 2009 · 0 mos

Morgan Stanley & CO. Incorporated

October 2007 - June 2009 · 1 yr 8 mos

Morgan Stanley & CO. IncorporatedBroker

October 2007 - June 2009 · 1 yr 8 mos

A. G. Edwards & Sons, INC.

March 2006 - October 2007 · 1 yr 7 mos

A. G. Edwards & Sons, INC.Broker

September 2005 - October 2007 · 2 yrs 1 mo

Capital Growth Financial, LLCBroker

July 2004 - October 2004 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.