Parker
Dubreuil

Dynamic Wealth Advisors

CRD#7528806
Investment Advisor
in Agoura Hills, CA

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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

Series 65

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

29800 Agoura Road Suite 102
Agoura Hills, CA 91301

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$4,829,248,145

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

125

CA Average: 37
Total Number of Accounts

14,988

CA Average: 1,370
Average Account Size

$322,208

CA Average: $1,135,308

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

2022 - Present (2 years)

Dynamic Wealth Advisors Dba Crestview Capital Management

2021 - 2022 (1 year)

Paysafe Group

2018 - 2018 (< 1 year)

Abercrombie & Fitch Co

2017 - 2017 (< 1 year)

Moorpark Country Club

2017 - 2021 (4 years)

California Lutheran University

2016 - 2016 (< 1 year)

Aldo Group

2012 - 2017 (5 years)

Fulltime Student

Created with Highcharts 6.0.7

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

Vincent Esposito
Phoenix, AZ
Alecsander Zari
Phoenix, AZ
Michael Niewiadomski
Phoenix, AZ
John Davis
Phoenix, AZ
Kelly Mccann
Agoura Hills, CA
Sundip Rai
San Diego, CA
Ross Emmer
Scottsdale, AZ
Alano Massi
Calabasas, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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