Nir
Regev
Dfpg Investments, LLC
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About this Advisor
Nir Regev is a financial advisor working in Saint Louis, Missouri with 1 year of industry experience. Regev is on the advisory team at Dfpg Investments, LLC. Regev has gained experience at Vsr Financial Services, Inc, Regev Group and Dfpg Investments, Inc. Regev has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri, Montana and Texas. Dfpg Investments, LLC is a firm based out of Sandy, UT. It has offices in 23 locations and a total of 156 advisors. It oversees $2 billion in assets under management among its 10,642 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 10,642 accounts, 29% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company has a broad range 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 fee schedules typically vary depending on which services the firm provides the client. However, fees billed by Dfpg Investments, LLC likely include some combination 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
Nir Regev Work History
Nir has been registered as a financial advisor for 1 years.*
Dfpg Investments, Inc
Regev Group
Vsr Financial Services, Inc
*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 Nir Regev 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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