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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Western International Securities, Inc. 2 years, 2 months Aug 2017 - Present
Financial West Group 8 years, 10 months Oct 2008 - Aug 2017

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Dennis Deyoung

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    3
  • as of date
    Jun 22, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    3
  • as of date
    Jun 22, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on June 23, 2019
    • $120.3M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 600
      number of clients
    • $200.5K
      Estimated Average Account Balance Per Client

Western International Securities

Last updated on Aug. 16, 2019
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $251.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements