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Featured Business Financial Advisor in Sacramento, CA
Sacramento Financial Advisors
Dillon Financial Services
9700 Business Park Drive, Suite 204
Sacramento, CA 95827
(916) 380-3164
“Planning, Insurance, Investments”
Advisor Profile
Jim Dillon
Name:  Jim Dillon
Phone Number:  (916) 380-3164
Website:  Visit Website
Disclosure Link:
http://ifgsd.com/IFG_disclos...
ADV Form II Link:
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Disclaimer
Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Dillon Financial Services and IFG are not affiliated. Registrations Include: Series 6, Series 7, Series 63, Series 65. California Insurance License: 0F21878. Licensed to sell securities in CA. Information provided is from sources believed to be reliable, however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a third party website, you are leaving our site and assume total responsibility for your use at these sites.

About Dillon Financial Services

Jim Dillon, CFP®, ChFC®, and owner of Dillon Financial
Services, has been in business as an independent financial
advisor since 2007. Jim offers his clients
comprehensive financial planning services, retirement
planning, and investment portfolio management.

Jim also works with business entities that sponsor qualified
company retirement plans. Many times these types of clients
are unaware of the excessive costs their plans are paying and
the liability the sponsors are personally exposed to.

Jim Dillon is a registered representative offering securities
and advisory services through Independent Financial Group, LLC
(IFG), a registered broker-dealer and investment advisor.
Member FINRA/SIPC. Dillon Financial Services and IFG are not
affiliated.

Registrations Include: Series 6, Series 7, Series 63, Series
65.

California Insurance License: 0F21878

Licensed to sell securities in CA

Information provided is from sources believed to be reliable,
however, we cannot guarantee or represent that it is accurate
or complete. Because situations vary, any information provided
on this site is not intended to indicate suitability for any
particular investor. Hyperlinks are provided as a courtesy.
When you link to a third party website, you are leaving our
site and assume total responsibility for your use at these
sites.
 

General Information

Gender:    Male
CRD#:    5161877
Firm CRD#:    7717
SEC File#:    8-22870
Insurance License#:    0f21878
Name of Broker/Dealer:    Independent Financial Group, LLC
Name of Custodial Firm:    Depends on investment program recommended, typically Pershing, LLC.
States Licensed in:    CA
States Willing to do Business in:    Antelope,Carmichael,Citrus Heights,Davis,Diamond Springs,El Dorado Hills,Elk Grove,Fair Oaks,Folsom,Granite Bay,Lincoln,Loomis,Newcastle,North Highlands,Orangevale,Penryn,Pilot Hill,Rancho Cordova,Rescue,Rio Linda,Rocklin,Roseville,Sacramento,Shingle Springs,West Sacramento,Woodland,Placerville
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    1
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors, Investment Clubs
 

Education

Academic Background
 
Bachelors degree in computer science with minor in
accounting. 1981

Post graduate courses in estate planning,
financial planning, insurance, investments,
executive compensation, and taxation.
 

Services

Investment Types:    Bonds, Mutual Funds, Options & Futures, Stocks, Annuities, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 65, Series 63, Series 7, Series 6, Series 26
Insurance and Annuity Licenses:    Life, Annuity, Variable Life, Long Term Care, Variable Annuity, Disability
Financial Organization Memberships:    CalCPA, Financial Planning Association (FPA)
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50000
Compensation Methods:    Based on Assets, Commissions, Flat Fee
Additional Details on Charges:    Asset fees are tiered based upon total
assets under management.
 
 
 
Prepared By: Jim Dillon

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