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).
Total Assets Under Management27MILLION
Total Number of Accounts264ACCOUNTS
Average Account Value$100,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.