Dwyer Financial, LLC

Dwyer Financial, LLC (CRD# 288470) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $26,554,744 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $100,586
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Dwyer Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore E. Dwyer
CRD#: 807724
Flagstaff, AZ 86004

Theodore Dwyer (CRD# 807724) is an Investment Advisor Representative working at Dwyer Financial, LLC in Flagstaff, AZ and has over 31 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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