Dynamic Wealth Advisors - Investment Advisor Representative Agreement
1
SBA Loans
$1.1M
Total Financed
$1.1M
Avg Loan Size
—
YoY Loan Growth
How Dynamic Wealth Advisors - Investment Advisor Representative Agreement Compares
- Ranks #164 of 241 Business & Professional Services brands by SBA loan count (#2,636 of 3,543 overall).
- Its average loan of $1.1M is 320% above the Business & Professional Services median of $250K.
- With only 1 loan on record, its own charge-off rate isn't statistically meaningful -- for context, Business & Professional Services brands overall see a 2.1% charge-off rate across 2,936 loans.
SBA Loan Activity by Fiscal Year
| Fiscal Year | Loans | Total Financed |
|---|---|---|
| FY2020 | 1 | $1.1M |
FY2020 may be a partial year -- the SBA dataset is refreshed quarterly and the most recent fiscal year is often incomplete.
Where Dynamic Wealth Advisors - Investment Advisor Representative Agreement Is Getting SBA-Financed
Recent SBA-Financed Dynamic Wealth Advisors - Investment Advisor Representative Agreement Locations
Borrower names and amounts as reported in the SBA's public 7(a) loan dataset.
Frequently Asked Questions
Is Dynamic Wealth Advisors - Investment Advisor Representative Agreement growing or shrinking?
Dynamic Wealth Advisors - Investment Advisor Representative Agreement doesn't have enough SBA loan activity in both FY2019 and FY2020 to calculate a reliable year-over-year trend. For context, it ranks #164 of 241 Business & Professional Services brands by total SBA loan count since FY2020 -- a snapshot of scale, if not of trend.
How much does it cost to open a Dynamic Wealth Advisors - Investment Advisor Representative Agreement franchise?
We don't have that figure -- investment ranges and fees come from a franchisor's Franchise Disclosure Document (FDD), which this site doesn't parse (see methodology). The average SBA loan size of $1.1M (320% above the typical Business & Professional Services brand's $250K) is a rough proxy, but SBA loans often cover only part of total investment.
What's the SBA loan default rate for Dynamic Wealth Advisors - Investment Advisor Representative Agreement?
Dynamic Wealth Advisors - Investment Advisor Representative Agreement only has 1 SBA loan on record -- too few to calculate a meaningful charge-off rate on its own. For context, Business & Professional Services brands overall see a 2.1% charge-off rate across 2,936 loans.
Top SBA Lenders
- Pathward National Association1
Get the Franchise SBA Financing Model -- an editable amortization, P&L, and breakeven calculator. $19.
Source: SBA 7(a) FOIA loan dataset. View dataset