Dawson
Phillips
Independent Financial Group, LLC
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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
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Independent Financial Group, LLC
Jd Phillips & Associates
Meridian School District
Mass Appeal
Ski Butlers
Ace General Store
Gonzaga Its
Bellingham Golf & Country Club
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.
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