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).
-
Total Assets Under Management6,751MILLION
-
Total Number of Accounts30,369ACCOUNTS
-
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)
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
James Noto (CRD# 1030904) is an Investment Advisor Representative working at Independent Financial Group, LLC in Trinity, FL and has over 31 years of experience in the finance industry.
Denis O'brien (CRD# 716498) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mystic, CT and has over 42 years of experience in the finance industry.
Gregory O'donnell (CRD# 2802185) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Rafael, CA and has over 27 years of experience in the finance industry.
Sean Oconnor (CRD# 4978828) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
Thomas Otten (CRD# 712233) is an Investment Advisor Representative working at Independent Financial Group, LLC in Reno, NV and has over 44 years of experience in the finance industry.
Jodi Padgett (CRD# 1828918) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott, AZ and has over 28 years of experience in the finance industry.
Amrish Patel (CRD# 4449749) is an Investment Advisor Representative working at Independent Financial Group, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
James Patton (CRD# 1273893) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodland Hills, CA and has over 39 years of experience in the finance industry.
Lance Patton (CRD# 2585443) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tehachapi, CA and has over 29 years of experience in the finance industry.
Rick Pearl (CRD# 2591044) is an Investment Advisor Representative working at Independent Financial Group, LLC in Warsaw, IN and has over 29 years of experience in the finance industry.