Dwyer Financial, LLC

Dwyer Financial, LLC (CRD# 288470) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $36,957,014 in 287 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2615 N. Fourth St. #5, Flagstaff, AZ 86004
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Dwyer Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore Dwyer, financial advisor Flagstaff AZ
Theodore E. Dwyer
CRD#: 807724
2615 N. Fourth St. #5, Flagstaff, AZ 86004

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals