Jay
Rabins
Dynamic Wealth Advisors
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About this Advisor
Jay Rabins is a financial advisor operating out of Phoenix, Arizona. Rabins is an employee of Dynamic Wealth Advisors. The advisor has gained experience at Your Source Financial, P.L.C and Dynamic Wealth Advisors. Rabins holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona and California. Dynamic Wealth Advisors is a business headquartered in Phoenix, AZ. The investment advisory business has offices in 50 locations and a total of 120 advisors. It oversees $3 billion in assets under management across its 12,207 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 12,207 client accounts, 22% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a broad range of services, such as 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 typically depend on which services the firm provides the client. However, fee types billed by Dynamic Wealth Advisors most likely are comprised 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
Jay Rabins Work History
Jay has been registered as a financial advisor for 0 years.*
Dynamic Wealth Advisors
Your Source Financial, P.L.C
*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 Jay Rabins 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
Idaho Falls, ID
Agoura Hills, CA
Phoenix, AZ
Prairie Village, KS
Phoenix, AZ
Phoenix, AZ
Chandler, AZ
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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