Dawson
Phillips

Independent Financial Group, LLC

CRD#7807938
Investment Advisor
in Ferndale, WA

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About this Advisor

Dawson Phillips is a financial advisor based in Ferndale, Washington, working with Independent Financial Group, LLC. Dawson has previously held positions at Bellingham Golf & Country Club, Gonzaga Its, Ace General Store, Ski Butlers, Meridian School District, Mass Appeal, Student, Independent Financial Group, LLC, and Jd Phillips & Associates. Dawson has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Dawson is part of Independent Financial Group, LLC, which operates out of Ferndale, Washington. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1573 Main St
Ferndale, WA 98248

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$6,750,889,024

WA Average: $7,578,581,321
Total Number of Employees

626

WA Average: 43
Total Number of Accounts

30,369

WA Average: 3,727
Average Account Size

$222,295

WA Average: $2,033,427

Investment Advisory Services

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

Dawson Phillips Work History

2023 - Present (1 year)

Independent Financial Group, LLC

2023 - Present (1 year)

Jd Phillips & Associates

2022 - 2022 (< 1 year)

Meridian School District

2022 - 2023 (1 year)

Mass Appeal

2021 - 2022 (1 year)

Ski Butlers

2020 - 2020 (< 1 year)

Ace General Store

2018 - 2021 (3 years)

Gonzaga Its

2016 - 2018 (2 years)

Bellingham Golf & Country Club

2013 - 2021 (8 years)

Student

Disclosures

Please visit the SEC profile of Dawson Phillips 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 Independent Financial Group, LLC

Wojciech Polowy
New Britain, CT
Ronny Inniger
San Diego, CA
Clifton Morton
San Diego, CA
Christopher Weber
San Diego, CA
Matthew Belardes
San Diego, CA
Grant Prescott
San Juan Capistrano, CA
Yasser Ahmad
San Jose, CA
Ryan Gorski
Santa Maria, CA

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