How trustworthy is your Financial Advisor?
CHECK FOR RED FLAGS
See the full picture before you decide
Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.
GET TO KNOW Dirk
OTHER BUSINESSES AND POTENTIAL CONFLICTS OF INTEREST
(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/09/1994 ADDRESS: 9900 Sw Wilshire St, Ste 150, Portland OR 97225, United States DESCRIPTION: INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) DCJACOBS INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2010 ADDRESS: 9900 Sw Wilshire St, Ste 150, Portland OR 97225, United States DESCRIPTION: 100% OWNER OF DCJACOBS INC. AN ENTITY SET UP AS A TAX CONDUIT FOR ACCOUNTING PURPOSES ONLY
FIRM INFORMATION
Some financial advisors may work at more than one firm. Click view work history below to review their data.
GET PROTECTED WITH ADVISORCHECK
At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
