Thomas
Mccann

Dynamic Wealth Advisors

CRD#5949698
Investment Advisor
in Agoura Hills, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Mccann is a certified financial planner who works in Agoura Hills, California, with a total of 5 years of industry experience. Mccann is an employee of Dynamic Wealth Advisors. Over the course of their career, they have held roles at Fisher Investments, Morgan Stanley, Steel Peak Wealth Management, LLC and Dynamic Wealth Advisors Dba Crestview Capital Management. Mccann holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Dynamic Wealth Advisors is a registered investment company that has its headquarters in Phoenix, AZ. The investment advisory business has offices in 50 locations and a total of 120 financial advisors. It administers $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 charitable organizations. Of its 12,207 customer accounts, 22% are held by high-net-worth clients who have more than $1 million in investable assets. The business performs a number of services, including 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 fee schedules typically vary depending on which services are provided. Fee types billed by Dynamic Wealth Advisors can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

29800 Agoura Road Suite 102
Agoura Hills, CA 91301

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

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

120

CA Average: 37
Total Number of Accounts

12,207

CA Average: 1,370
Average Account Size

$266,444

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

Thomas Mccann Work History

Thomas has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Dynamic Wealth Advisors Dba Crestview Capital Management

2015 - 2018 (3 years)

Steel Peak Wealth Management, LLC

2014 - 2015 (1 year)

Morgan Stanley

2013 - 2014 (1 year)

Fisher Investments

*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 Thomas Mccann 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

Thomas Mccann
Agoura Hills, CA
Benjamin Fredlake
Phoenix, AZ
Christopher Ordway
Phoenix, AZ
Timothy Garretson
Phoenix, AZ
Cameron Juhnke
Prairie Village, KS
Theresa Krueg
Chandler, AZ
Jeffrey Krueg
Phoenix, AZ
Mark Minarik
Idaho Falls, ID

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started