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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Dw Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
Kevin S. Davidson
CRD#: 2153729

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 L. Woodward
CRD#: 5039086
1230 N Jefferson St #k, Anaheim, CA 92807

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.

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