Dean Alan Willeford
Investment adviser representative at Ofg Financial Services, Inc.
11 yearsExperience
1 stateRegistered in
$271MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ofg Financial Services, Inc.Feb 2017 to now
- Willeford Financial GroupDec 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ofg Financial Services, Inc.
$271MAssets managed
855Clients
28Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1659981
- Firm CRD
- 23940