Dynamic Wealth Advisors
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About this Advisor
Scott Rader is a financial advisor operating out of Bulverde, Texas, who has 5 years of industry experience. Rader currently works for Dynamic Wealth Advisors. Their career trajectory has included roles at Edward Jones, Oxford Asset Management. LLC and Dynamic Wealth Advisors. Rader maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Dynamic Wealth Advisors is an advisory firm based in Phoenix, AZ. The company has offices in 50 locations and a total of 120 advisors. It handles $3 billion in assets under management across its 12,207 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises four charitable organizations. Of its 12,207 client accounts, 22% belong to high-net-worth investors who have more than $1 million in assets available to invest. Dynamic Wealth Advisors offers 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. Fees for financial advisory services typically vary depending on the services. Fees charged by Dynamic Wealth Advisors can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
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Dynamic Wealth Advisors Brokerage Details
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
Scott Rader Work History
Scott has been registered as a financial advisor for 5 years.*
Dynamic Wealth Advisors
Oxford Asset Management. LLC
*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.
Please visit the SEC profile of Scott Rader 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
Idaho Falls, ID
Agoura Hills, CA
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 firstname.lastname@example.org.
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