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.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 4302561
Avantax Advisory Services
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 |
- AZ
- TX
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts287ACCOUNTS
-
Average Account Value$128,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, TX
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