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Gary Lynn Luna

Dynamic Wealth Advisors

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About Gary Lynn Luna

Gary Lynn Luna is a financial advisor with Dynamic Wealth Advisors. Gary is a Certified Financial Planner® professional with over 17 years of experience in the financial services industry. Gary works with individual clients to create a personalized financial plan that addresses their specific goals and needs. Gary also offers investment management services, including portfolio management, retirement planning, and estate planning. Gary has a strong commitment to providing exceptional customer service and building long-term relationships with his clients.

Firm Information

Gary Luna is currently registered with Dynamic Wealth Advisors. Dynamic Wealth Advisors is an investment advisor registered with the SEC, based in Surprise, AZ. They manage approximately $125,897,568 in assets for 685 clients. They specialize in providing financial planning and portfolio management services to individuals and high net worth individuals. They are also experienced in pension consulting.
Dynamic Wealth Advisors

14749 W. MOUNTAIN VIEW BLVD.

SURPRISE, AZ 85374

$125.90M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Luna’s Registration & Firm History

AZ

01/05/2015 - Present

Dynamic Wealth Advisors (SURPRISE AZ)

AZ

07/01/2014 - 11/09/2022

LEIGH BALDWIN & CO., LLC (SURPRISE AZ)

AZ

12/11/2012 - 07/01/2014

KMS FINANCIAL SERVICES, INC. (SURPRISE AZ)

AZ

05/22/2009 - 12/12/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (SUN CITY WEST AZ)

AZ

09/28/2005 - 05/26/2009

EDWARD JONES (SURPRISE AZ)

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Licenses & Designations

BC

Issued 09/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/28/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Gary Lynn Luna. Review regulatory record here.
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