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.
|Name of Broker/Dealer:||IFG|
|States Licensed in:||(CA) (WA) (MT)|
|Number of Years with Current Firm:||1|
|Investment Types:||Alternative Investments , Mutual Funds , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via phone , At your home , At my office , Via email , At your office|
|Qualifications & Memberships|
|Insurance and Annuity Licenses:||Annuity , Disability , Health , Variable Life , Long Term Care , Variable Annuity|
|Registered Investment Advisor:||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|
|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|