Courtney M Font

CFP

Dynamic Wealth Advisors

20 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

3280 Woods Way, Suite 3, Petosky, MI, 49770

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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

January 2015 - Present · 11 yrs 1 mo

Previous Registrations

LPL Financial LLC

October 2011 - January 2015 · 3 yrs 3 mos

Uvest Financial Services Group, INC.

September 2009 - October 2011 · 2 yrs 1 mo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

November 2004 - August 2009 · 4 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.