Athanassios
Panagiotakopoulos
Dynamic Wealth Advisors
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About this Advisor
Athanassios Panagiotakopoulos is a financial advisor working in Phoenix, Arizona with 4 years of relevant experience. Panagiotakopoulos is an advisor for Dynamic Wealth Advisors. The advisor has gained experience at Pathlight Investors, LLC, Dynamic Wealth Advisors and Wells Fargo Advisors LLC. Panagiotakopoulos maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and Colorado. Dynamic Wealth Advisors is a registered investment business headquartered in Phoenix, AZ. The investment advisory business has offices in 50 locations and a total of 120 people on staff. It controls $3 billion in total assets among its 12,207 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to four charitable organizations. Of its 12,207 accounts, 22% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Dynamic Wealth Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types billed by Dynamic Wealth Advisors can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$3,252,482,987
120
12,207
$266,444
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Athanassios Panagiotakopoulos Work History
Athanassios has been registered as a financial advisor for 4 years.*
Dynamic Wealth Advisors
Pathlight Investors, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Athanassios Panagiotakopoulos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dynamic Wealth Advisors
Phoenix, AZ
Phoenix, AZ
Idaho Falls, ID
Chandler, AZ
Phoenix, AZ
Phoenix, AZ
Agoura Hills, CA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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