Independent Financial Group, LLC

Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $2,935,234,184 in 15,620 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,935
    MILLION
  • Total Number of Accounts
    15,620
    ACCOUNTS
  • Average Account Value
    $187,915
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Independent Financial Group, LLC
Showing 1 - 10 of 420 top financial advisors.
1
Kyle D. Addington
CRD#: 2843482
San Diego, CA 92130

Kyle Addington (CRD# 2843482) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

2
Steven A. Addison
CRD#: 4997781
San Diego, CA 92130

Steven Addison (CRD# 4997781) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 14 years of experience in the finance industry. Steven Addison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sean H. Agahi
CRD#: 2448745
San Diego, CA 92130

Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

4
Jason M. Alfonso
CRD#: 2805941
San Diego, CA 92130

Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

5
John J. Almaguer
CRD#: 2294703
Pasadena, CA 91101

John Almaguer (CRD# 2294703) is an Investment Advisor Representative working at Independent Financial Group, LLC in Pasadena, CA and has over 27 years of experience in the finance industry.

6
Shaunna M. Anderson
CRD#: 4886020
Scottsdale, AZ 85253

Shaunna Anderson (CRD# 4886020) is an Investment Advisor Representative working at Independent Financial Group, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

7
Deborah W. Anzelc
CRD#: 5015692
San Diego, CA 92130

Deborah Anzelc (CRD# 5015692) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 12 years of experience in the finance industry. Deborah Anzelc has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Ronald H. Appler
CRD#: 2499039
San Diego, CA 92130

Ronald Appler (CRD# 2499039) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

9
Joel E. Archer
CRD#: 4706959
Sacramento, CA 95821

Joel Archer (CRD# 4706959) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sacramento, CA and has over 16 years of experience in the finance industry.

10
Steven C. Arndt
CRD#: 1112361
Sikeston, MO 63801

Steven Arndt (CRD# 1112361) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sikeston, MO and has over 36 years of experience in the finance industry.

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