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Jim Dillon

Jim Dillon

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CERTIFIED FINANCIAL PLANNER™ @ Dillon Financial Services CFP®, Investment Advisor, Insurance Agent at Dillon Financial Services
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Education

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The American College of Financial Services

Chartered Financial Consultant Designation, Financial Planning & Services 2009-01-01 - 2013-01-01
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California State University, Chico

BS, Computer Science, Business Administration 1979-01-01 - 1981-01-01
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Moreau Catholic High School

, 1972-01-01 - 1976-01-01

Work Experience

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Dillon Financial Services

Current

Dillon Financial Services

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Transamerica Financial Advisors, Inc.

2008-04-01 - 2016-03-01

Transamerica Financial Advisors, Inc.

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Investment Advisors International, Inc.

2006-02-01 - 2008-04-01

Investment Advisors International, Inc.

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Multiple High Tech industry firms

1982-05-01 - 2005-01-01

Multiple High Tech industry firms

Skills

Financial Planning Investments Life Insurance Oil/Gas Trusts REIT 401k Annuities IRA's SEP 529 Plans Buy-sell Agreements Financial Advisory Series 7 Finance Securities Financial Services Insurance Retirement Planning Retirement FINRA

Summary

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. Dillon Financial Services and IFG are unaffiliated entities. The registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, ID, OR, NV, VA, SC Registered office: 9700 Business Park Drive, Suite 204, Sacramento, CA 95827 Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts electronically. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution, or duplication of this communication is strictly prohibited. Please contact the sender immediately if you have received this message in error. CA Insurance license 0F21878.

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