Dynamic Wealth Advisors

Investment Advisor
in Long Beach, CA

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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

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others



Office Location

3780 Kilroy Airport Way Suite 200
Long Beach, CA 90806

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management


CA Average: $1,555,372,352
Total Number of Employees


CA Average: 37
Total Number of Accounts


CA Average: 1,370
Average Account Size


CA Average: $1,135,308

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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
  • Other

Carolanne Chavanne Work History

Carolanne has 12 years of experience.

2019 - Present (1 year)

Dynamic Wealth Advisors

2008 - 2019 (11 years)

Lpl Financial LLC

2008 - 2019 (11 years)

Western Federal Credit Union


Carolanne Chavanne has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dynamic Wealth Advisors

Harvey Samachson
Yardley, PA
John Wagner
Salt Lake City, UT
Nicholas Fuller
Tempe, AZ
Joyce Morningstar
Scottsdale, AZ
Margot Davis
Phoenix, AZ
Connor Dolan
Phoenix, AZ
Richard Grider
Idaho Falls, ID
Andrew Phillips
Santa Ana, CA

This content was compiled from the SEC and FINRA.

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