In the News
The latest news about DFPG
DFPG Adds RCM Investments
DFPG Investments is pleased to announce that RCM Investments, located in Provo, Utah, has joined DFPG.
DFPG Adds Two New Advisors
DFPG Investments is pleased to announce that Coughlan and Coughlan Financial Solutions (CCFS), located in Kingfisher, Oklahoma, has joined DFPG.
DFPG Investments Expands Its RIA Product Platform
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 Investments Adds Two New Offices
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.
Q&A with Mike Bendix
The DI Wire recently interviewed outgoing ADISA president Mike Bendix and president-elect John Grady. Bendix also serves as DFPG’s CEO.
Two Former Industry Executives Join DFPG Investments, Inc.
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.
DI Wire Highlights Mike Bendix’s Comment to SEC Regarding Definition of Accredited Investor
The DI Wire recently highlighted ADISA and IPA’s joint comment to the SEC regarding the definition of accredited investor.
FundFire Interviews DFPG’s Mike Bendix about Non-Traded REIT Market [paywall]
FundFire recently interviewed DFPG’s CEO Mike Bendix about the non-traded REIT market and the recent entry of Blackstone.
DFPG Adds Three New Reps
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.
Matthew Poole Joins DFPG Investments
“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.”
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* DFPG paid an application fee to be considered for this award.
