Parker
Dubreuil
Dynamic Wealth Advisors
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About this Advisor
Parker Dubreuil is a financial advisor based in Agoura Hills, California, working with Dynamic Wealth Advisors. Parker has previously held positions at Dynamic Wealth Advisors Dba Crestview Capital Management, Paysafe Group, Abercrombie & Fitch Co, Moorpark Country Club, Aldo Group, California Lutheran University, and as a full-time student. Parker has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Parker is part of Dynamic Wealth Advisors, which operates out of Agoura Hills, California. The firm has 54 offices and 125 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Dynamic Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$4,829,248,145
125
14,988
$322,208
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
Parker Dubreuil Work History
Dynamic Wealth Advisors Dba Crestview Capital Management
Paysafe Group
Abercrombie & Fitch Co
Moorpark Country Club
California Lutheran University
Aldo Group
Fulltime Student
Disclosures
Please visit the SEC profile of Parker Dubreuil 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
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Idaho Falls, ID
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Calabasas, CA
Agoura Hills, CA
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