Gary Luna has been an investment adviser representative at Dynamic Wealth Advisors since January 2015, and is not listed among the firm’s executive officers or direct owners.
Dynamic Wealth Advisors is a Surprise, AZ firm with $193M under management, 315 clients and 4 advisers in one office, as of its August 2026 filing.
Gary Luna’s longest registration is the current one, 11 years at Dynamic Wealth Advisors since 2015. Before joining Dynamic Wealth Advisors in 2015, Gary Luna was registered through KMS Financial Services, Inc.
- Dynamic Wealth AdvisorsCurrent– present · 11 yearsSurprise, AZ · Adviser representative · Firm CRD 169792
- KMS Financial Services, Inc– · 1 yearSurprise, AZ · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Gary Luna is registered as an investment adviser representative in Arizona, since January 2015.
- ArizonaSince 5 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 18 February 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 December 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 September 2005 |
| Series 7 | General Securities Representative Examination | 27 September 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gary Lynn Luna
- CRD
- 5006571
- Firm
- Dynamic Wealth Advisors · CRD 169792
- Office
- 14749 W. MOUNTAIN VIEW BLVD., SUITE 144, Surprise, AZ 85374
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Gary Luna work?
Gary Luna is an investment adviser representative registered through Dynamic Wealth Advisors since January 2015, and is not listed among the firm’s executive officers or direct owners.
Is Gary Luna a financial advisor?
Yes. Gary Luna has a current investment-adviser registration in Arizona, through Dynamic Wealth Advisors since January 2015.
How many years of experience does Gary Luna have?
Gary Luna has 21 years in the financial industry, since September 2005, across 2 adviser firms.
What exams has Gary Luna passed?
Gary Luna has passed 4 licensing exams: the Series 7, Series 63, Series 9 and Series 10. The earliest, the Series 7, was passed in September 2005. FINRA credited Gary Luna with the SIE, which began in October 2018.
Where did Gary Luna work before Dynamic Wealth Advisors?
Before Dynamic Wealth Advisors, Gary Luna was registered through KMS Financial Services, Inc, December 2012 to July 2014.
Where is Gary Luna based?
Gary Luna’s registered office is in Surprise, AZ.
Is Gary Luna registered with FINRA?
No. Gary Luna has no current broker registration.
How can I verify Gary Luna’s record?
Search CRD 5006571 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gary Luna’s full registration record.