Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stockdale Marshall is a financial advisor with Dynamic Wealth Advisors. John has been in the industry since July 2012 and is registered with the state of Michigan. John is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management for individuals, and pension consulting services to clients. John's firm Dynamic Wealth Advisors is headquartered in Phoenix, Arizona and provides financial services to a wide range of clients, including individuals, families, and businesses. The firm manages over $4.8 Billion in assets.
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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MI
07/26/2012 - Present
Dynamic Wealth Advisors (PETOSKEY MI)
Active
Inactive
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