Dwayne Wyche, financial advisor Media PA

Dwayne Wyche

CRD Number: 1613242
Current Firm: Esi Financial Advisors

Dwayne Wyche (CRD# 1613242) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 2 years of experience in the finance industry.

Similar Advisors
Peter Gaertner, financial advisor Media PA
Peter F. Gaertner
CRD# 5715758
Affinity Wealth Management LLC
Similar Advisors
Inas Abas, financial advisor Media PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Mark Abbonizio, financial advisor Media PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Company Name Location Dates Years
Equity Services Inc. Montpelier, VT Jul 2021 - Current < 1
National Life Group Media, PA Jun 2021 - Current < 1
Ridgeback & Assoicates Philadelphia, PA Jan 2003 - Current 18
Hornor Townsend & Kent Inc. Horsham, PA Aug 2018 - Jun 2020 1
Penn Mutual Life Insurance Co Horsham, PA Jun 2018 - Jun 2020 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Dwayne H. Wyche
Phone Number: 800-344-7437
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,759
    MILLIONS
  • Total Number of Accounts
    9,572
    ACCOUNTS
  • Average Account Value
    $183,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.