DFPG Investments, Inc. recently expanded its RIA product platform to include a hybrid-robo offering. The new platform, called Indexed Managed Solutions (IMS), was formed in partnership with RBC and State Street Global Advisors (SSGA).
DFPG announces that Jon Hulsey, of Hulsey Financial based in Oklahoma City, Oklahoma, and Brent Reed, of Brent Reed Financial Services based in Lake Kiowa, Texas, have joined the firm.
The DI Wire recently interviewed outgoing ADISA president Mike Bendix and president-elect John Grady. Bendix also serves as DFPG’s CEO.
DFPG Investments announces that Mike Crimmins, formerly the CEO and Managing Director of KBS Capital Markets Group, and Robert Straton, previously a Senior Vice President at Cole Real Estate Investments, have joined DFPG.
The DI Wire recently highlighted ADISA and IPA’s joint comment to the SEC regarding the definition of accredited investor.
FundFire recently interviewed DFPG’s CEO Mike Bendix about the non-traded REIT market and the recent entry of Blackstone.
DFPG announces that John T. Lady and Terry C. Lady of Providence Wealth Advisors out of Greenville, South Carolina and Williamsburg, Virginia have joined their firm. In addition, Curt Ladd of First Financial Center out of Dallas, Texas has also joined the firm.
“I’m thrilled about partnering with DFPG,” says Poole. “While making a decision like this is never easy, I’m confident the resources and solutions offered by DFPG will enable me to elevate the experience we provide our clients.”
Mike Bendix, DFPG’s CEO and the President of ADISA, was recently interviewed about ADISA’s support of like-kind exchanges, often referred to as 1031 Exchanges. Read the article here.
DFPG Investments, Inc. announced Friday that Nir Regev with Regev Group, which is based in Missouri, has joined their firm.
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