Home
About Us
Newsletters
Focus - Products & Strategies
Industry Resources
Insights
Client Center
- Tax Calendar
- Account Access
Contact Us

Global Portfolio Strategy | May 2024

Contact

DFS Advisors, LLC

Office: (980) 444-0330

Toll-Free: (844) 523-3686

Fax: (980) 444-0303

116 Morlake Drive,

Suite 102,

Mooresville, NC 28117

aaron@dfs-advisors.com

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. DFS Advisors, LLC is not affiliated with LPL Financial. LPL Financial does not provide tax or legal advice.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, CA, CO, CT, FL, GA, KY, MA, MD, MI, MO, NJ, NY, OH, PA, SC, TN, TX, VA.

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor LPL Financial are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.