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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bucell is an Investment Advisor Representative and holds a Series 7 and Series 65 license. Brian is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Brian is a registered representative with Dynamic Wealth Advisors. Brian is affiliated with several other firms including Dynamic Wealth Advisors, dba Crestview Capital Management in Scottsdale, Arizona. Brian specializes in providing financial advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Brian has experience working with clients on a variety of financial planning needs, including retirement planning, investment management, and estate planning. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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AZ
11/08/2022 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
CA
04/09/2014 - 07/03/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (OXNARD CA)
IA
Issued 10/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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