Rodney
Smith
Dynamic Wealth Advisors
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About this Advisor
Rodney Smith is a financial advisor based in Westminster, Colorado, working with Dynamic Wealth Advisors. Rodney has previously held positions at Helping Hands For Freedom, First Financial Equity Corporation, Bellco Credit Union, Cuso Financial Services, Lp, Your Source Financial, P.L.C, and Dynamic Wealth Advisors. Rodney has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Colorado. Currently, Rodney is part of Dynamic Wealth Advisors, which operates out of Westminster, 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
Rodney Smith Work History
Dynamic Wealth Advisors
Helping Hands For Freedom
Your Source Financial, P.L.C
Bellco Credit Union
Cuso Financial Services, Lp
First Financial Equity Corporation
Disclosures
Please visit the SEC profile of Rodney Smith 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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