Curtis
Ladd

Dfpg Investments, Inc

CRD#1383014
Investment Advisor
in Dallas, TX
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About this Advisor

Curtis Ladd is a certified financial planner who works in Dallas, Texas, with a total of 33 years of work experience. Ladd is an employee of Dfpg Investments, Inc. During their career, the advisor has held roles at Vsr Financial Services, Inc, Proequities, Inc, Protective Equity Service, First Financial Center Of Dallas, Vsr Advisory Services and Dfpg Investments, Inc. Ladd has a Series 63 license, designating them as a securities agent, and is registered to serve investors in Arizona, Texas, Colorado, Florida, North Carolina, Oklahoma and South Carolina. Dfpg Investments, Inc is an advisory business that has its headquarters in Dallas, Texas. The investment advisory business has offices in 16 locations and a total of 36 employees. It administers $319 million in total assets between its 1,716 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves two charities and foundations. Of its 1,716 customer accounts, 28% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs 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. Fees charged by financial advisors usually depend on the type of services provided. However, fees charged by Dfpg Investments, Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

17110 Dallas Parkway Suite 280
Dallas, TX 75248

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Dfpg Investments, Inc Brokerage Details

Total Assets Under Management

$370,569,031

TX Average: $693,624,108
Total Number of Employees

121

TX Average: 12
Total Number of Accounts

2,227

TX Average: 1,115
Average Account Size

$166,398

TX Average: $622,084

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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

Curtis Ladd Work History

Curtis has 33 years of experience.

2016 - Present (3 years)

Dfpg Investments, Inc

2008 - 2016 (8 years)

Vsr Financial Services, Inc

2008 - 2016 (8 years)

Vsr Advisory Services

1985 - 2008 (23 years)

Proequities, Inc

1985 - 2008 (23 years)

Protective Equity Service

1985 - Present (34 years)

First Financial Center Of Dallas

Disclosures

Curtis Ladd has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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