Eric Draughon is a control person of Dynamic Advisor Solutions and directly owns under 5% of it.
Dynamic Advisor Solutions is an investment adviser based in Phoenix, AZ, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.64 billion, as filed on 17 August 2026. Its fees, ownership and offices are on the firm’s profile.
Eric Draughon is Chief Service Officer of Dynamic Advisor Solutions. His background includes leading service and operations teams at Charles Schwab for over 5 years and serving as a senior business banker with Bank One.
- CRD
- 4259712
- Firm
- Dynamic Advisor Solutions · CRD 151367
- Role
- Chief Service Officer
- In role since
- January 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Phoenix, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynamicadvisorsolutions.com
Where does Eric Draughon work?
Eric Draughon has been Chief Service Officer of Dynamic Advisor Solutions LLC since January 2025, and is a control person of the firm.
How can I verify Eric Draughon’s record?
Eric Draughon’s role is listed on Dynamic Advisor Solutions LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 151367.
