Dowd Financial Planning
Dowd Financial Planning (CRD# 152474) is a financial advisory firm headquartered in , . They manage $3,180,622 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$1,590,311
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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.