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Shannon Larson
from Dynamic Wealth Advisors
Shannon Larson is a financial advisor based in Arizona, Phoenix,
with 14 years of experience. Shannon currently works for
Dynamic Wealth Advisors.
Shannon maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Shannon Larson works at Dynamic Wealth Advisors
Dynamic Wealth Advisors is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $3,145,758,900 of assets under management and employs about 120 people. Dynamic Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and asset-based and flat fees for model portfolio adviser services.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and asset-based and flat fees for model portfolio adviser services
Office location
2415 East Camelback Road, Suite 700, Phoenix, Arizona, 85016
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