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.
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.
DFPG is pleased to announce that Financial Foundations Insurance & Investments, based in Windsor, Colorado, has joined DFPG.
DFPG Investments will finish 2018 by receiving two awards that recognize the company’s continued growth.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation. Ratings, rankings, and recognition are generally based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of inclusion of the named awards or lists.
* DFPG paid an application fee to be considered for this award.
