Patrick Edward Huey
Investment adviser representative at Dynamic
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$5.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- DynamicMar 2020 to now
- Dynamic Wealth Advisors dba Victory Independent PlanningMar 2020 to now
- Wealthsource Partners, LLCDec 2016 to Mar 2020
- Onpoint Community Credit UnionAug 2015 to Nov 2016
- Raymond James Financial Services Advisors, Inc.Aug 2015 to Nov 2016
- Raymond James Financial Services, Inc.Aug 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, OR, WA).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5005878
- Firm CRD
- 151367