Unclaimed Profile

Sean Robert Dignan

INDEX FUND ADVISORS, INC.·IRVINE, California

SIE, Series 7, Series 24, Series 55, Series 63, Series 65Clean record19 years registeredINDEX FUND ADVISORS, INC.

19200 VON KARMAN AVE, IRVINE, CA 92612-6566CRD# 1689686Firm CRD# 109143

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sean Robert Dignan · IRVINE, CA

Registration

CRD #1689686 · INDEX FUND ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

GORDON CARLSON & ASSOCIATES

Jul 2022 – present

INDEX FUND ADVISORS, INC.

Jul 2019 – Aug 2020

IRVINE, CA

ACORNS

Sep 2013 – Sep 2017

IRVINE, CA

SRD CAPITAL MANAGEMENT

Jan 2011 – Dec 2019

HUNTINGTON BEACH, CA

SRD CAPITAL MANAGEMENT, INC.

Jan 2010 – Nov 2010

HUNTINGTON BEACH, CA

WOODBURY FINANCIAL SERVICES, INC.

Sep 2009 – Dec 2010

HUNTINGTON BEACH, CA

GRANT BETTINGEN, INC.

May 2007 – Aug 2009

HUNTINGTON BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · May 30, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEX FUND ADVISORS, INC.

CRD 109143 · SEC 801-57978

AUM

$5.0B

Regulatory assets under management

Employees

7,193 client accounts

Services offered by INDEX FUND ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INDEX FUND ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Sean Robert Dignan offer?

Sean Robert Dignan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Sean Robert Dignan's credentials?

Sean Robert Dignan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean Robert Dignan located?

Sean Robert Dignan is based in IRVINE, California, working with INDEX FUND ADVISORS, INC.. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Sean Robert Dignan charge for services?

Sean Robert Dignan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEX FUND ADVISORS, INC.?

INDEX FUND ADVISORS, INC. has approximately 55 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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