Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Dobbs is a financial advisor with Independent Financial Group, LLC. George is a registered representative of Independent Financial Group, LLC in New Jersey. George has been in the financial services industry since December 2003. George has worked at Independent Financial Group since June 2019. George holds a Series 7, Series 63, and Series 66 license. George offers investment advisory services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. George's advisory services include financial planning, portfolio management, pension consulting, and the selection of other advisors.
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.
1
2
NJ
06/18/2019 - Present
Independent Financial Group, LLC (OAK RIDGE NJ)
NJ
08/13/2012 - 06/20/2019
LPL FINANCIAL LLC (PARAMUS NJ)
NJ
11/13/2003 - 07/18/2012
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure George Dobbs is the right advisor for you? Invested Better is here to help.
