Dreamwork Financial Group

Dreamwork Financial Group (CRD# 175336) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,050,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $87,500
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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.

AL, TX

Financial Advisors at Dreamwork Financial Group
Showing 1 - 1 of 1 top financial advisors.
1
John C. Kirby
CRD#: 5466878
420 20th St N, Suite 2200, Birmingham, AL 35203
93
Wealthminder
score

John Kirby (CRD# 5466878) is an Investment Advisor Representative working at Dreamwork Financial Group in Birmingham, AL and has over 8 years of experience in the finance industry.

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