Dw Financial Inc.
Dw Financial Inc. (CRD# 136882) is a financial advisory firm headquartered in Anaheim, CA. They manage $16,000,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$186,047
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin Davidson (CRD# 2153729) is an Investment Advisor Representative working at Dw Financial Inc. in , and has over 20 years of experience in the finance industry.
Dale Woodward (CRD# 5039086) is an Investment Advisor Representative working at Dw Financial Inc. in Anaheim, CA and has 1 year of experience in the finance industry. Dale Woodward 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.