Dillon Dougherty, financial advisor Buffalo MN

Dillon Dougherty

CRD Number: 6676496
Current Firm: Independent Financial Group, LLC

Dillon Dougherty (CRD# 6676496) is an Investment Advisor Representative working at Independent Financial Group, LLC in Buffalo, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Dougherty & Associates Financial Advisors, Inc. Buffalo, MN Sep 2020 - Current 1
Dougherty & Associates Financial Advisors, Inc. Buffalo, MN Dec 2019 - Current 2
Dougherty & Associates Financial Advisors, Inc. Buffalo, MN Apr 2018 - Current 3
Independent Financial Group San Diego, CA Jul 2017 - Current 4
Dougherty & Associates Financial Advisors, Inc. Buffalo, MN May 2017 - Apr 2018 < 1
Dougherty & Associates Financial Advisors, Inc. Buffalo, MN Mar 2015 - May 2017 2
Scsu St. Cloud, MN Mar 2014 - May 2017 3
Us Army Anchorage, AK Oct 2010 - Mar 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Dillon L. Dougherty
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    5,919
    MILLIONS
  • Total Number of Accounts
    21,547
    ACCOUNTS
  • Average Account Value
    $274,703
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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