Independent Financial Group, LLC
Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $6,750,889,024 in 30,369 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management6,751MILLION
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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, WY
John Lord (CRD# 3098231) 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.
Daniel Loy (CRD# 3029654) is an Investment Advisor Representative working at Independent Financial Group, LLC in Milpitas, CA and has over 26 years of experience in the finance industry.
Theodore Lum (CRD# 1016779) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Ramon, CA and has over 34 years of experience in the finance industry.
David Lustig (CRD# 6315078) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tustin, CA and has over 9 years of experience in the finance industry.
Chih-tao Ma (CRD# 4151461) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 24 years of experience in the finance industry.
Scott Machen (CRD# 4578808) is an Investment Advisor Representative working at Independent Financial Group, LLC in Gold River, CA and has over 15 years of experience in the finance industry.
Duayne Madl (CRD# 833183) is an Investment Advisor Representative working at Independent Financial Group, LLC in Shawnee, KS and has over 41 years of experience in the finance industry.
Ricky Mahlum (CRD# 1351961) is an Investment Advisor Representative working at Independent Financial Group, LLC in Plymouth, MN and has over 39 years of experience in the finance industry.
Roberto Maldonado (CRD# 5093698) is an Investment Advisor Representative working at Independent Financial Group, LLC in Guaynabo, PR and has over 16 years of experience in the finance industry.
Charles Mann (CRD# 1010028) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 40 years of experience in the finance industry.