DTS Financial Group | Financial Advisor in Irvine ,CA

8001 Irvine Center Drive Suite # 400
Irvine, CA 92618

About

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. DTS Financial Group and IFG are not affiliated entities.

Licensed to sell securities and offer advisory services in the state of California.

19 Years of Experience



General Information
Name of Broker/Dealer:   IFG
States Licensed in:   (CA) (WA) (MT)
Number of Years with Current Firm:   1


Services
Investment Types:   Annuities , Exchange Traded Funds (ETFs) , Insurance , Alternative Investments , Stocks , Bonds , Mutual Funds


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Health , Long Term Care , Variable Annuity , Variable Life , Annuity
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   50,000
Compensation Methods:   Based on Assets



FAQs

  • What are your qualifications? What is your education background? I've been a registered Financial Advisor since 1993 and Graduated with a Business degree from the University of Southern California
  • What is your approach to financial planning? I believe in building a solid plan and reviewing it on a regular basis is a very important part of financial planning
  • Do you provide a free initial consultation? Yes
  • Why should I choose you as my financial advisor? I think it's a fairly even playing field amoung different advisors and firms. In my opinion it comes down to who you feel most comfortable working with.
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Daryl Serizawa

Daryl Serizawa

Communities Served

(any)

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 3:00 PM