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How does the advisor help clients – Key Takeaways:

DFC PREFERRED ADVISORS LLC is dedicated to helping clients achieve their financial goals by providing expert financial advice and solutions. With a team of experienced advisors, they offer a comprehensive range of financial services to a diverse clientele.

Facts and Insights

DFC PREFERRED ADVISORS LLC was founded in 2005 and has been in business for over 15 years. They currently manage over $500 million in assets and have a team of 20 experienced advisors. With a strong track record of success and a commitment to meeting their clients’ needs, DFC PREFERRED ADVISORS LLC has become a trusted name in the financial industry.

DFC PREFERRED ADVISORS LLC takes a personalized approach to financial planning, working closely with each client to understand their unique goals and objectives. They believe in a long-term relationship with their clients, providing ongoing support and guidance to help them navigate the ever-changing financial landscape.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded Assets Under Management Number of Advisors
2005 $500 million 20

Financial Services Offered

DFC PREFERRED ADVISORS LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:

  • Retirement planning
  • Investment management
  • Tax planning
  • Estate planning
  • Insurance solutions

Client Types

DFC PREFERRED ADVISORS LLC serves various types of clients, including:

  • Individuals
  • High-net-worth individuals
  • Business owners
  • Retirees
  • Trusts

Fees & Compensation

DFC PREFERRED ADVISORS LLC operates on a fee-based compensation structure. This means that their advisors are compensated based on a percentage of the assets they manage. This alignment of incentives ensures that the advisors are always working in the best interest of their clients.


DFC PREFERRED ADVISORS LLC is registered as an investment advisor with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, which requires them to always act in the best interest of their clients. Their team of advisors has an average of 10 years of experience in the financial industry, providing clients with a wealth of knowledge and expertise.

Financial Advisor Disclosures to Know

As with any financial advisor, it is important to understand any potential conflicts of interest or disclosures that may affect your relationship with DFC PREFERRED ADVISORS LLC. Some key disclosures to be aware of include any affiliations with other financial institutions, any history of regulatory sanctions, and any potential conflicts of interest that may arise from fee-based compensation. It is always recommended to thoroughly research and understand your advisor before entering into a financial relationship.

Company Information

Main Office

Mail Office

Other Information

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