The Vision
Core Values
Management Team
Investment Management
Alternative Investments
Clearing and Custody
Insurance
Support
Compliance
Technology
Preparation
Registration
On-Boarding
Mike Bendix, DFPG’s CEO and the President of ADISA, was recently interviewed about ADISA’s support of like-kind exchanges, often referred to as 1031 Exchanges, and efforts to gather support with congress. Read the article here.
Brayden Evans
Director of Operations & Practice Management at DFPG. Helped develop and implement DFPG’s Quick Launch transition and onboarding program Responsible for training advisors, and their teams, in the enhancement of their operations, administrations and workflow processes. Part of the team responsible for design and development of DFPG’s proprietary workflow software. Leads the team responsible for DFPG’s conferences and events.
The Vision
Core Values
Management Team
Investment Management
Alternative Investments
Clearing and Custody
Insurance
Support
Compliance
Technology
Preparation
Registration
On-Boarding