DYNAMIC WEALTH STRATEGIES, LLC of GRANITE BAY, CA is an SEC-registered investment adviser (CRD 167594). Regulatory assets under management: $190.7M.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Nathan Christopher Ankney | MANAGING MEMBER | — |
| James Brian Boyle | MANAGING MEMBER | — |
| Everett Hambleton | MEMBER | — |
| Jerry Clark Palmer | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |
| ANKNEY NATHAN CHRISTOPHER | MANAGING MEMBER | — |
| BOYLE JAMES BRIAN | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| HAMBLETON EVERETT | MANAGING MEMBER; MEMBER | — |
| PALMER JERRY CLARK | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | — |