Marina
Hernandez

Dynamic Wealth Advisors

CRD#6377638
Investment Advisor
in Merion Station, PA

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About this Advisor

Marina Hernandez is a financial advisor based in Merion Station, Pennsylvania, working with Dynamic Wealth Advisors. Marina has previously worked at Mhtax, White Lighthouse Investment Management, and Dynamic Wealth Advisors Dba Swiss American Wealth Advisors. Marina is registered to provide services in Pennsylvania. Currently, Marina is part of Dynamic Wealth Advisors, which operates in Merion Station, Pennsylvania. The firm has 54 offices and 130 employees. Dynamic Wealth Advisors manages $5.3 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, publication of newsletters, educational seminars, and other services. Dynamic Wealth Advisors offers fee structures that include asset-based, hourly, fixed, and other types of fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Merion Station, PA

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$5,341,333,686

PA Average: $1,555,372,352
Total Number of Employees

130

PA Average: 37
Total Number of Accounts

15,497

PA Average: 1,370
Average Account Size

$344,669

PA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Marina Hernandez Work History

2020 - Present (5 years)

Dynamic Wealth Advisors Dba Swiss American Wealth Advisors

2009 - Present (16 years)

Mhtax

2014 - 2020 (6 years)

White Lighthouse Investment Management

Disclosures

Please visit the SEC profile of Marina Hernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dynamic Wealth Advisors

Courtney Font
Petoskey, MI
Mark Anderson
Salt Lake City, UT
Paul Swenson
Gilbert, AZ
Shannon Larson
Phoenix, AZ
John Davis
Phoenix, AZ
Thomas Mccann
Phoenix, AZ
Alano Massi
Phoenix, AZ
Sundip Rai
Phoenix, AZ

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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