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John D
Series 66
Gainesville, FL
Dynamic
John Davis III is a financial advisor with Dynamic in Gainesville, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Collaborative Wealth, LPL Financial, LLC, Cetera Advisors, LLC, and Falcon Financial Management. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and unaffiliated registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers a range of services such as portfolio management, financial planning, retirement plan services, and sub-advisory support, with a particular focus on supporting other advisers through technology, compliance, and operational platforms.
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