DFPG’s CEO, Mike Bendix, will be partnering with IPA as a member of their IPA Seal Team during this year’s IPA Week in Washington. This year’s priority topic is Tax Policy: 1031 Like-Kind Exchanges, FIRPTA Parity, and Opportunity Zones.
This author has yet to write their bio.Meanwhile lets just say that we are proud nhansen contributed a whooping 47 entries.
Entries by nhansen
DFPG is pleased to announce that Summit Group Wealth Advisors has joined DFPG.
DFPG is pleased to announce that Fulcrum Investments Services has joined DFPG.
DFPG is pleased to announce that Oxford Financial Group, Inc., located in Salt Lake City, Utah, has joined DFPG.
DFPG is pleased to announce that Financial Resources, Inc., located in Decatur, Alabama, has joined DFPG.
Brad Anderson, Senior Compliance Officer at DFPG, was one of five recipients in the country to be awarded a scholarship into FINRA’s Certified Regulatory and Compliance Professional (CRCP) Program at Georgetown University.
DFPG is pleased to announce that several members of its compliance team have been recognized for their contributions to the industry.
DFPG Investments is pleased to announce that Platinum Wealth Group, located in Newport Beach, California, has joined DFPG.
DFPG is pleased to announce that J. Freeman & Associates, located in Greenville, South Carolina, has joined DFPG.
DFPG added 24 new advisors during the first quarter of 2019. The recent additions include advisors located across five different states, with an estimated $610M in total assets under administration.
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