Dreamwork Financial Group

Dreamwork Financial Group (CRD# 175336) is a financial advisory firm headquartered in Birmingham, AL. They manage $10,081,206 in 65 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
420 20th St N, Suite 2200, Birmingham, AL 35203
https://dreamwork.financial
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $155,095
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, SC, TX

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

John Kirby (CRD# 5466878) is an Investment Advisor Representative working at Dreamwork Financial Group in Birmingham, AL and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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