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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Carlini is a financial advisor in Surprise, Arizona with over 30 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative, licensed in Arizona and Utah, with a focus on financial planning and portfolio management. Adam Carlini is currently affiliated with Dynamic Wealth Advisors, a firm located in Surprise, Arizona. Adam Carlini previously worked at Leigh Baldwin & Co., LLC, KMS Financial Services, Inc., National Planning Corporation, and Linsco/Private Ledger Corp. Dynamic Wealth Advisors is a fee-based firm, offering investment advice and financial planning services to both individuals and high-net-worth clients. The firm provides comprehensive financial planning services, including retirement planning, estate planning, college savings, and insurance planning. Dynamic Wealth Advisors also offers investment management services, including portfolio management, investment selection, and asset allocation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
01/22/2025 - Present
Dynamic Wealth Advisors (Heber City UT)
AZ
01/02/2014 - 11/09/2022
LEIGH BALDWIN & CO., LLC (SURPRISE AZ)
AZ
12/13/2011 - 12/31/2013
KMS FINANCIAL SERVICES, INC. (SURPRISE AZ)
AZ
10/08/2001 - 04/26/2010
NATIONAL PLANNING CORPORATION (PEORIA AZ)
SC
06/10/1993 - 10/09/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
07/19/1988 - 06/14/1993
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BOTH
Issued 04/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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