Gordon
Carpenter
Dynamic Wealth Advisors
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About this Advisor
Gordon Carpenter is a financial advisor based in Highlands Ranch, Colorado, working with Dynamic Wealth Advisors. Gordon has previously held positions at Centennial Investments, Neidiger, Tucker, Bruner, Inc, Yellowstone Partners, and Dynamic Wealth Advisors Dba Centennial Investment Advisors. Gordon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Utah. Currently, Gordon is part of Dynamic Wealth Advisors, which operates out of Highlands Ranch, Colorado. 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
Gordon Carpenter Work History
Dynamic Wealth Advisors Dba Centennial Investment Advisors
Yellowstone Partners
Neidiger, Tucker, Bruner, Inc
Centennial Investments
Disclosures
Please visit the SEC profile of Gordon Carpenter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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