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
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Roderick Evans (CRD# 2145419) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 32 years of experience in the finance industry.
John Farmer (CRD# 5354041) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott, AZ and has over 13 years of experience in the finance industry.
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Jeff Fisher (CRD# 4950246) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 16 years of experience in the finance industry.
James Flanagan (CRD# 1812317) is an Investment Advisor Representative working at Independent Financial Group, LLC in Downers Grove, IL and has over 32 years of experience in the finance industry.
Troy Folk (CRD# 4806471) is an Investment Advisor Representative working at Independent Financial Group, LLC in Costa Mesa, CA and has over 10 years of experience in the finance industry.