JW Charles Securities

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

4400 N Federal Hwy Ste 8, Lighthouse Poi...

Phone Number

(866) 486-3693

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About JW Charles Securities

Dowd Financial Group, Inc. specializes in financial advisory and wealth management services, primarily targeting retirees and pre-retirees in The Villages, FL. The firm offers a range of services including retirement planning, estate planning, investment strategies, and insurance services, all tailored to meet the unique financial needs of their clients. With over 30 years of experience, they emphasize integrity, personalized service, and a client-centric approach to ensure that clients' financial goals are prioritized. Their disciplined investment strategies aim to provide clients with peace of mind and financial security for their retirement years.Explore more
Popular SearchesJW Charles SecuritiesDowd Financial Group IncDowd Financial GroupCharles SecuritiesFinancial Group IncSIC Code 62,628NAICS Code 52,523Show more

JW Charles Securities Org Chart

PhoneEmail
DD
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Manager, Wealth

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Compare Similar Companies to JW Charles Securities

Compare insights from companies similar to JW Charles Securities, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

JW Charles Securities

<$5M
1-10
Private
-
-
DD
Daniel DowdManager, Wealth
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
-
LU
Lindsay UnsellExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

JW Charles Securities is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

JW Charles Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JW Charles Securities.

JW Charles Securities Tech Stack

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Frequently Asked Questions Regarding JW Charles Securities

What is JW Charles Securities's official website?
JW Charles Securities's official website is www.dfgira.com
What is JW Charles Securities's Revenue?
JW Charles Securities's revenue is <$5 Million
What is JW Charles Securities's SIC code?
JW Charles Securities's SIC: 62,628
What is JW Charles Securities's NAICS code?
JW Charles Securities's NAICS: 52,523
How many employees does JW Charles Securities have?
JW Charles Securities has 1-10 employees
What industry does JW Charles Securities belong to?
JW Charles Securities is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is JW Charles Securities competition?
JW Charles Securities top competitors include: Westex Investment Services, Rogers Financial Group, Inflection Wealth Management, KASE Wealth Advisors
What technology does JW Charles Securities use?
Some of the popular technologies that JW Charles Securities uses are: CSC Corporate Domains, NS1, Cloudflare Website Optimization, Proofpoint
How do I contact JW Charles Securities?
JW Charles Securities contact info: Phone number: (866) 486-3693 Website: www.dfgira.com
What does JW Charles Securities do?

Dowd Financial Group, Inc. specializes in financial advisory and wealth management services, primarily targeting retirees and pre-retirees in The Villages, FL. The firm offers a range of services including retirement planning, estate planning, investment strategies, and insurance services, all tailored to meet the unique financial needs of their cl... ients. With over 30 years of experience, they emphasize integrity, personalized service, and a client-centric approach to ensure that clients' financial goals are prioritized. Their disciplined investment strategies aim to provide clients with peace of mind and financial security for their retirement years.Read More

Is JW Charles Securities a public company?
JW Charles Securities is private company therefore does not currently have an official ticker symbol
See more information about JW Charles Securities

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