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Margot Suzanne Davis

Dynamic Wealth Advisors

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About Margot Suzanne Davis

Margot Davis is a financial advisor with Dynamic Wealth Advisors. Margot is registered with the state of Arizona. She holds the Series 6, Series 63 and Series 65 licenses. Margot has been in the industry since 2003. Margot specializes in providing financial planning, portfolio management, and pension consulting services. Margot has experience working with a wide range of clients, including individuals, high-net-worth individuals, businesses, and charitable organizations.

Firm Information

Margot Davis 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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Margot Davis’s Registration & Firm History

AZ

06/30/2010 - Present

Dynamic Wealth Advisors (PHOENIX AZ)

GA

01/06/2003 - 11/03/2003

TRIAD ADVISORS, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/25/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margot Suzanne Davis.
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