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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Dwyer is a financial professional with over 20 years of experience in the industry. John currently holds a registration with Belpointe Asset Management LLC as a Registered Investment Advisor. Prior to this, John worked for a number of other firms including LYNX CAPITAL, LLC, CAPITAL FINANCIAL SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC and others. John is registered with the state of California and is a registered representative with the Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7). John also holds the Uniform Securities Agent State Law Examination (Series 63) and the Uniform Combined State Law Examination (Series 66). John is a specialist in the areas of retirement planning, wealth management, and insurance. John provides financial advice and investment management services to individuals, families, and businesses. John is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/05/2018 - Present
Belpointe Asset Management LLC (Danville CA)
CA
10/28/2016 - 08/31/2018
LYNX CAPITAL, LLC (MORAGA CA)
CA
06/12/2013 - 09/02/2014
CAPITAL FINANCIAL SERVICES, INC. (DANVILLE CA)
CA
10/01/2010 - 06/14/2011
ALLSTATE FINANCIAL SERVICES, LLC (HAYWARD CA)
CA
05/07/2010 - 09/23/2010
GIRARD SECURITIES, INC. (SAN FRANCISO CA)
CA
06/01/2006 - 05/28/2010
WELLS FARGO INVESTMENTS, LLC (WALNUT CREEK CA)
CA
10/24/2003 - 06/02/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MORAGA CA)
MA
10/18/1999 - 10/28/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 03/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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