Dynamic Wealth Advisors
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About this Advisor
Carolanne Chavanne is a certified financial planner who lives in Long Beach, California. Currently a registered financial advisor with Dynamic Wealth Advisors, they have accrued 11 years of professional experience. Chavanne holds a Series 63 license, which designates the advisor as a securities broker. Chavanne can act as a financial advisor in California and Texas. Throughout their career, they have worked at Lpl Financial LLC, Western Federal Credit Union and Dynamic Wealth Advisors. Dynamic Wealth Advisors is based out of Long Beach, California, and operates out of 48 other offices in the United States. As a company, Dynamic Wealth Advisors manages $2 billion in assets dispersed across 6,248 accounts and employs more than 74 people. The level of assets currently under the firm's management makes it one of the biggest firms in the country. The firm manages 6,132 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 17% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Dynamic Wealth Advisors offers 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. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Dynamic Wealth Advisors Brokerage Details
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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
Carolanne Chavanne Work History
Carolanne has 12 years of experience.
Dynamic Wealth Advisors
Lpl Financial LLC
Western Federal Credit Union
Carolanne Chavanne has no disclosures.
Please visit their SEC profile for more details.
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