Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs.
Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industryÍs leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
Dynasty Financial Partners has offices in New York City, Chicago, Coral Gables, and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com
Follow us on Twitter: @DynastyFP
Subscribe on Youtube: http://bit.ly/1MKXhC8
- Company Name:Dynasty Financial Partners
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Headquarters: (View Map)New York, NY, United States
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Financial Services
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50 - 200 employees
- 6090472 Global Rank
- 1358333 United States
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Search70.36%
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Direct23.52%
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Social6.12%
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Display0.00%
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Mail0.00%
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- China 58.2%
- India 19.2%
- United States 4.3%
- Netherlands 2.8%
- Japan 1.3%
- Elmhurst College
- 10 SDKs
- App Url: https://itunes.apple.com/app/dynasty-financial-partners/id1295998603
- App Support: http://dynastyfinancialpartners.com/
- Genre: Business
- Bundle ID: com.dynasty.partnerssummit17
- App Size: 199 M
- Version: 1.1
- Release Date: October 13th, 2017
- Update Date: April 18th, 2020
Description:
This is the official app for the Partners Summit 2017 in Palm Springs. The app features the most up-to-date agenda and event information, attendee networking, speaker bios and other interactive features. Use this app to enhance your experience at the Summit. Looking forward to seeing you in Palm Springs!
Disclaimer: By downloading and activating this mobile application "Dynasty Partners Summit 2017" you acknowledge that any information or communications contained herein are not subject to regulatory monitoring or compliance recommended archiving. As such, this app should be used for the sole purpose of communicating about and with participants of the Dynasty 2017 Partners Summit. The app should not be used to conduct business or advise on or discuss existing business. By downloading and activating this app you also agree to receive communications from Dynasty Partners Summit 2017 participants and event organizers. By downloading the app you agree to these conditions in the usage of this app.