Dfg Advisory, LLC

Dfg Advisory, LLC (CRD# 164625) is a financial advisory firm headquartered in Highlands City, FL. They manage $600,000 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $66,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Dfg Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael E. Dean
CRD#: 2421442
Lakeland, FL
93
Wealthminder
score

Michael Dean (CRD# 2421442) is an Investment Advisor Representative working at Dfg Advisory, LLC in Lakeland, FL and has over 23 years of experience in the finance industry.

2
William I. Latham
CRD#: 3001962
Lakeland, FL
93
Wealthminder
score

William Latham (CRD# 3001962) is an Investment Advisor Representative working at Dfg Advisory, LLC in Lakeland, FL and has over 18 years of experience in the finance industry.

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