DFPG Investments Inc., a dually-registered independent broker-dealer and registered investment advisor, announced that Matthew Poole is joining the firm from First Allied Securities.
Poole is a certified financial planner and the co-founder of Presidio Capital Management, an independent wealth management firm based in San Diego.
“While our national presence continues to expand, we are continuously focusing our efforts on developing the DFPG brand and our organization,” said chief executive officer Mike Bendix. “It is very gratifying that a business owner and advisor of Matt’s caliber has chosen to join us.”
Poole is the newest addition to Utah-based DFPG, which is experiencing “record growth,” according to the firm.
Ryan Smith, DFPG president, added, “We are very happy to bring Matt over to DFPG. He has a great reputation and a real desire to provide exceptional service to his investors. We are excited about the added value that DFPG delivers in fueling, if not accelerating, the growth of Matt’s business.”
Poole earned his bachelor’s degree in business management from St. Mary’s College of California and holds FINRA Series 7, 24, and 66 licenses.
DFPG Investments specializes in working with registered representatives offering investment real estate and alternative investments. CEO Mike Bendix is currently serving as the president of ADISA, a national association for investment professionals working in alternative and direct investments.