Edward F. Downey
Professional summary
Edward Francis Downey JR, CFP® is a registered financial advisor currently at DFG WEALTH MANAGEMENT, LLC located in Bartlett, Illinois.
Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Edward has worked at 8 firms and has passed the Series 65, Series 63, Series 22, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Francis Downey JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
May 17, 2011 - Present
DFG WEALTH MANAGEMENT, LLC
Office #1: 806 W. Bartlett Road, Bartlett, IL 60103November 6, 2008 - May 3, 2011
WORKMAN SECURITIES CORPORATION
October 23, 2006 - May 3, 2011
WORKMAN SECURITIES CORPORATION
January 6, 2006 - October 27, 2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
July 29, 2003 - August 10, 2004
LEGACY FINANCIAL SERVICES, INC.
March 27, 2002 - July 28, 2003
WORLD GROUP SECURITIES, INC.
January 23, 1995 - April 12, 2002
WMA SECURITIES, INC.
April 21, 1993 - December 30, 1994
METROPOLITAN LIFE INSURANCE COMPANY
April 21, 1993 - December 30, 1994
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/17/2011)
(4/2/2018)
Exams
Current Firm
DFG WEALTH MANAGEMENT, LLC
CRD#: 157751 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 316 |
| AUM (Assets Under Management) | $ 58,150,000 |
Red Flags
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