ThanasiPanagiotakopoulos- Financial Advisor Phoenix, AZ

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About Thanasi Panagiotakopoulos

We create pathways to live life on your terms. We believe financial plans should not be ruled by numbers and investments, but freed by them. If you wonder if you are saving appropriately and in the right accounts or if you should invest or payoff debt as you get near retirement, we are prepared to show you how these impact your lifestyle.

Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors.

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General Information

Firm Start Year

2020

No. of Employees

CRD#

5774816

Firm CRD#

151367

Name of Custodial Firm

Charles Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 7

Firm Information

Advisor's Number of Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$85,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Based on Assets, Flat Fee, Hourly

Fee % Based on Assets

Hourly Rate

$350

Additional Details on Charges

We can determine the scope of work and complexity before engaging. Everything is disclosed and we are completely transparent with what the projected cost will be.

Minimum Fee Charged for Managed Accounts

$1800

Minimum Fee Charged for Hourly Planning Accounts

$1800

Education

Business Administration - Finance

University of Northern Colorado
08/01/2004 -05/20/2008

Master's of Science - Finance

Northeastern University
01/01/2015 -07/31/2016

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889397/paladinregistry-Life-Managed-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Thanasi Panagiotakopoulos

Life Managed