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.
DFPG CEO and ADISA president Mike Bendix interviewed by The DI Wire for response to the DOL announcement.
DFPG’s CEO Mike Bendix was recently interviewed by DI Wire regarding his ADISA presidency and the state of the industry.
Mike Bendix, CEO at DFPG and President of ADISA, was interviewed by Dan Jamison of Financial Advisor Magazine for a recent article entitled “Embattled Advisors Get Relief From RCS Bankruptcy Plan.”
DFPG Investments, Inc. announces that Global Wealth Partners, with offices in San Jose and San Diego, California, has joined their firm.
DFPG Investments, Inc. announced Monday that the firm has recently added 20 new registered representatives, which represent eight offices, located across six states, and that collectively manage an estimated $425 million in client assets.
DFPG Investments, Inc. announced Friday that seasoned industry executive, Robert S. Holcomb, has joined the firm as a registered representative.
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.
