John Allen Davis
Investment adviser representative at Dynamic
11 yearsExperience
1 stateRegistered in
$5.6BFirm assets
15 yearsFirm in business
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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.
- DynamicJan 2025 to now
- Dynamic Wealth AdvisorsApr 2022 to now
- Collaborative WealthSep 2018 to Apr 2022
- LPL Financial, LLCNov 2016 to Sep 2021
- Cetera Advisors, LLCNov 2015 to Nov 2016
- Falcon Financial ManagementApr 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6484287
- Firm CRD
- 151367