Theodore Dwyer, financial advisor Flagstaff AZ

Theodore Dwyer

CRD Number: 807724
Current Firm: Dwyer Financial, LLC

Theodore Dwyer (CRD# 807724) is an Investment Advisor Representative working at Dwyer Financial, LLC in Flagstaff, AZ and has over 35 years of experience in the finance industry. Theodore Dwyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dwyer Financial, LLC Flagstaff, AZ Jun 2017 - Current 6
Arizona Central Credit Union Phoenix, AZ Sep 2002 - Current 21
Dwyer Financial Flagstaff, AZ Jun 1989 - Current 34
R.m.stark & Company, Inc. Delray Beach, FL Nov 2009 - Jun 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Theodore E. Dwyer
Phone Number: 928-774-7679
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $128,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, TX

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