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)
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
Richard Du Vernet (CRD# 1994669) is an Investment Advisor Representative working at Independent Financial Group, LLC in Laguna Beach, CA and has over 33 years of experience in the finance industry.
Richard Durso (CRD# 1164696) is an Investment Advisor Representative working at Independent Financial Group, LLC in Bellevue, KY and has over 39 years of experience in the finance industry.
Ittai Dvir (CRD# 5692050) is an Investment Advisor Representative working at Independent Financial Group, LLC in North Bethesda, MD and has over 14 years of experience in the finance industry.
Mark Ealy (CRD# 2081239) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 28 years of experience in the finance industry. Mark 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 putclients' interests first and comply with the Financial Planning Practice Standards.
David Ebner (CRD# 2917646) is an Investment Advisor Representative working at Independent Financial Group, LLC in Wadsworth, OH and has over 26 years of experience in the finance industry.
David Ehrenkrook (CRD# 5118558) is an Investment Advisor Representative working at Independent Financial Group, LLC in White Bear Lake, MN and has over 15 years of experience in the finance industry.
James Ehrenkrook (CRD# 841189) is an Investment Advisor Representative working at Independent Financial Group, LLC in White Bear Lake, MN and has over 37 years of experience in the finance industry.
Patrick Ehsan (CRD# 1662083) is an Investment Advisor Representative working at Independent Financial Group, LLC in Stateline, NV and has over 32 years of experience in the finance industry.
Douglas Eng (CRD# 2833105) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.
Jay Eng (CRD# 2241817) is an Investment Advisor Representative working at Independent Financial Group, LLC in Torrance, CA and has over 26 years of experience in the finance industry.