Parker Elliott Dubreuil
Investment adviser representative at Dynamic
14 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
14 years in the industry.
- DynamicApr 2022 to now
- Dynamic Wealth Advisors dba Crestview Capital ManagementApr 2022 to now
- Paysafe GroupJan 2021 to Mar 2022
- Abercrombie & Fitch CoFeb 2018 to Jul 2018
- California Lutheran UniversityAug 2017 to Jan 2021
- Moorpark Country ClubApr 2017 to Aug 2017
- Fulltime StudentJan 2012 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7528806
- Firm CRD
- 151367