Dynasty Financial Partners:
An Investment & Technology Platform Provider for Break-Away Brokers
Recently Released!!!
Date Published: October 12, 2022
Summary PowerPoint Deck: 47 Slides
Reference PowerPoint Deck: 88 Slides
Dynasty Financial Partners was founded by Todd Thomson, Shirl Penney, & Ed Swenson in 2009. The company is based in Saint Petersburg, FL. Dynasty Financial Partners has three offices, 90 employees, 48 financial advisor firm clients, 319 financial advisor clients, $67.5 billion assets under administration, $69.3 million revenues, & $15.9 million net profits. Dynasty Financial Partners is led by its CEO Shirl Penney & Chief Operating Officer Ed Swenson. Dynasty Financial Partners is privately owned. Its web site can be found at www.dynastyfinancialpartners.com
This research addresses the key historical phases of Dynasty Financial Partners, including:
Its profile includes detailed outlines of its core services, including:
Date Published: October 12, 2022
Summary PowerPoint Deck: 47 Slides
Reference PowerPoint Deck: 88 Slides
Dynasty Financial Partners was founded by Todd Thomson, Shirl Penney, & Ed Swenson in 2009. The company is based in Saint Petersburg, FL. Dynasty Financial Partners has three offices, 90 employees, 48 financial advisor firm clients, 319 financial advisor clients, $67.5 billion assets under administration, $69.3 million revenues, & $15.9 million net profits. Dynasty Financial Partners is led by its CEO Shirl Penney & Chief Operating Officer Ed Swenson. Dynasty Financial Partners is privately owned. Its web site can be found at www.dynastyfinancialpartners.com
This research addresses the key historical phases of Dynasty Financial Partners, including:
- Development Phase
- Early Success Phase
- Restaffing Phase
- Initial Public Offering (IPO) Phase
Its profile includes detailed outlines of its core services, including:
- Product Offer
- Payouts
- Custody Relationships
- Technology Platform
- Financial Advisors Financing Program
- Business Building Support
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
