Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Carpenter is a financial advisor with Dynamic Wealth Advisors. Gordon has been in the financial industry since 1984 and has experience working with individuals, businesses, and institutions. Gordon is a Certified Financial Planner™ and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Gordon is licensed to provide investment advice in Colorado and Utah. Dynamic Wealth Advisors specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Gordon and Dynamic Wealth Advisors are committed to providing their clients with personalized financial guidance and investment strategies that are tailored to their unique needs and 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
1
2
CO
03/23/2018 - Present
Dynamic Wealth Advisors (HIGHLANDS RANCH CO)
CO
02/17/2012 - 02/26/2015
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
CO
06/19/2003 - 02/21/2012
OMNIVEST, INC. (ENGLEWOOD CO)
CO
02/19/2002 - 06/20/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
IN
01/25/2000 - 04/11/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/25/2000 - 04/11/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
11/21/1984 - 01/08/2000
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gordon Carpenter is the right advisor for you? Invested Better is here to help.
