Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawson? Claim Your ProfileDawson Robert Phillips is a Registered Representative and Investment Advisor Representative with Independent Financial Group, LLC. Dawson is licensed in Washington and has been in the industry since September 2023. Dawson holds the Series 66, Series 7TO, and SIE licenses. Dawson has a history of working in various fields, including golf, technology, retail, customer service, and education.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
04/16/2024 - Present
Independent Financial Group, LLC (FERNDALE WA)
BOTH
Issued 04/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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