David Dowd, financial advisor Montclair NJ

David Dowd

CRD Number: 5741614
Current Firm: Dowd Financial Planning

David Dowd (CRD# 5741614) is an Investment Advisor Representative working at Dowd Financial Planning in Montclair, NJ and has 1 year of experience in the finance industry. David Dowd 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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Professional Designations
Company Name Location Dates Years
Dowd Financial Planning Montclair, NJ Nov 2009 - Current 14
Dave Dowd Montclair, NJ Nov 2009 - Current 14

David Dowd has no recent exams reported.
Contact Info for David A. Dowd
Phone Number: 973-582-0000
Registered State(s):
  • NJ
  • NY
Current Firm Details
Dowd Financial Planning
Firm's CRD Number: 152474
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States

NJ, NY

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