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Kelly Lane McCann

Dynamic Wealth Advisors

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About Kelly Lane McCann

Kelly Lane McCann is a registered Investment Advisor Representative with Dynamic Wealth Advisors, a firm with offices in Bellingham, WA, Thousand Oaks, CA and Phoenix, AZ. Kelly specializes in providing investment advice and financial planning for high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Dynamic Wealth Advisors is a well-established firm with over $4 billion in regulatory assets under management. Kelly has been in the industry since 2014 and has a Series 65 license.

Firm Information

Kelly McCann is currently registered with Dynamic Wealth Advisors. Dynamic Wealth Advisors is an investment advisor headquartered in Phoenix, Arizona, managing over $4.8 billion in assets for individuals, corporations, charitable organizations, pension plans, and other institutions. The firm provides financial planning, portfolio management, and other advisory services, including educational seminars and model portfolio services for third-party programs. They are licensed in multiple states across the US and serve clients nationwide.
Dynamic Wealth Advisors

2415 EAST CAMELBACK ROAD

PHOENIX, AZ 85016

$4.83B

Assets Under Management

60

Total Clients

89

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio adviser services for third party program

Model portfolio adviser services for third party program

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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other

Asset-based and flat fees for model portfolio adviser services

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Kelly McCann’s Registration & Firm History

WA

04/11/2024 - Present

Dynamic Wealth Advisors (Bellingham WA)

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Licenses & Designations

IA

Issued 04/01/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kelly Lane McCann.
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