DBD RETIREMENT AND FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 328239). Regulatory assets under management: $133.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Raymond T Difilippo | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Denise Difilippo | OWNER | — |
| Difilippo Raymond T | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| DiFilippo Denise | OWNER | — |