Patrick
Huey
Dynamic Wealth Advisors
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About this Advisor
Patrick Huey is a certified financial planner operating in Camas, Washington with a total of 3 years of relevant experience. Huey currently works for Dynamic Wealth Advisors. Their career trajectory has included roles at Advantis Credit Union, Cuso Financial Services, L.P, Onpoint Community Credit Union, Raymond James Financial Services, Inc, Wealthsource Partners, LLC, Dynamic Wealth Advisors Dba Victory Independent Planning and Raymond James Financial Services Advisors, Inc. Huey has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in Florida, New Jersey, Oregon and Washington. Dynamic Wealth Advisors is a registered investment business based out of Phoenix, AZ. The firm has offices in 50 locations and a total of 120 financial advisors. It handles $3 billion in assets among its 12,207 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 12,207 client accounts, 22% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Dynamic Wealth Advisors performs a number of services, such as 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. Financial advisory fees depend on the services offered. However, fees charged by Dynamic Wealth Advisors can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dynamic Wealth Advisors Brokerage Details
$3,252,482,987
120
12,207
$266,444
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
Patrick Huey Work History
Patrick has been registered as a financial advisor for 3 years.*
Dynamic Wealth Advisors Dba Victory Independent Planning
Wealthsource Partners, LLC
Wealthsource Partners, LLC
Onpoint Community Credit Union
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Advantis Credit Union
Cuso Financial Services, L.P
*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 Patrick Huey 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
Agoura Hills, CA
Phoenix, AZ
Chandler, AZ
Phoenix, AZ
Phoenix, AZ
Idaho Falls, ID
Phoenix, AZ
Prairie Village, KS
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.
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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.
