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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Business-Owner Strategies Group, LLC 6 months, 3 weeks May 2019 - Present
SmartLife Financial Group LLC dba Fortem Advisors, LLC 10 months, 3 weeks Jan 2019 - Present
Double D Financial Services 3 years, 4 months Jan 2016 - May 2019
Mml Investors Services, LLC 1 year, 7 months May 2014 - Dec 2015
Massmutual 1 year, 8 months Apr 2014 - Dec 2015
Double D Enterprises of Durham LLC 23 years, 10 months Feb 1996 - Present
Fred Astaire Franchised Dance Studios 29 years, 11 months Jan 1983 - Dec 2012
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Douglas Daffron?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 10, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Business-Owner Strategies Group, LLC

Last updated on Sept. 11, 2019
    • $23.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 221
      Accounts
    • $107.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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