Christopher
Claridge
Dfpg Investments, LLC
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About this Advisor
Christopher Claridge is a financial advisor based out of Mesa, Arizona who has 1 year of relevant experience. Claridge is an advisor for Dfpg Investments, LLC. Throughout their career, Claridge has worked at Jensen'S Accounting And Tax Service, World Financial Group, Transamerica Financial Advisors, Inc, Dignity Health - Chandler Regional Medical Center, Compass Tax Services, Revolt Healthcare Alliance, United Financial Freedom, Arizona Tax Accounting And Consulting Services, Dfpg Investments, LLC and Student Optimum Serivces. Claridge has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona and Texas. Dfpg Investments, LLC is a registered investment company that has its headquarters in Sandy, UT. The firm has offices in 23 locations and a total of 156 employees. It manages $2 billion in total assets between its 10,642 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 10,642 customer accounts, 29% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically are based on the financial services provided. Fees billed by Dfpg Investments, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dfpg Investments, LLC Brokerage Details
$2,009,732,330
156
10,642
$188,849
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Claridge Work History
Christopher has been registered as a financial advisor for 1 years.*
Dfpg Investments, LLC
Revolt Healthcare Alliance
United Financial Freedom
Arizona Tax Accounting And Consulting Services
Student Optimum Serivces
Compass Tax Services
Jensen'S Accounting And Tax Service
Transamerica Financial Advisors, Inc
Dignity Health - Chandler Regional Medical Center
World Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Claridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dfpg Investments, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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