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).

Current Firm Details
12671 High Bluff Dr, Suite 200, San Diego, CA 92130
https://www.ifgsd.com
By the Numbers
  • Total Assets Under Management
    6,751
    MILLION
  • Total Number of Accounts
    30,369
    ACCOUNTS
  • Average Account Value
    $222,295
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
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, WY

Financial Advisors at Independent Financial Group, LLC
Showing 181 - 190 of 465 top financial advisors.
181
Richard Kasher, financial advisor Schaumburg IL
Richard J. Kasher
CRD#: 2546280
1375 E Woodfield Road, Suite 230/240, Schaumburg, IL 60173

Richard Kasher (CRD# 2546280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Schaumburg, IL and has over 29 years of experience in the finance industry.

182
Justin Kauffman, financial advisor Goodyear AZ
Justin M. Kauffman
CRD#: 6449382
1616 N Litchfield Rd #260, Goodyear, AZ 85395
Justin Kauffman (CRD# 6449382) is an Investment Advisor Representative working at Independent Financial Group, LLC in Goodyear, AZ and has over 3 years of experience in the finance industry. Justin Kauffman 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.
183
Jacob Kavaya, financial advisor Kennewick WA
Jacob O. Kavaya
CRD#: 5163278
8019 W. Quinault Ave., Suite #102, Kennewick, WA 99336

Jacob Kavaya (CRD# 5163278) is an Investment Advisor Representative working at Independent Financial Group, LLC in Kennewick, WA and has over 17 years of experience in the finance industry.

184
Kathy Keadle, financial advisor Martinez GA
Kathy M. Keadle
CRD#: 4345860
3714 Executive Center Drive, Martinez, GA 30907

Kathy Keadle (CRD# 4345860) is an Investment Advisor Representative working at Independent Financial Group, LLC in Martinez, GA and has over 20 years of experience in the finance industry.

185
Thomas Kehoe, financial advisor Fairview Park OH
Thomas F. Kehoe
CRD#: 2891711
22021 Brookpark Road, Suite 102, Fairview Park, OH 44126

Thomas Kehoe (CRD# 2891711) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fairview Park, OH and has over 10 years of experience in the finance industry.

186
Gary Keller, financial advisor Bradenton FL
Gary W. Keller
CRD#: 2645802
Bradenton, FL

Gary Keller (CRD# 2645802) is an Investment Advisor Representative working at Independent Financial Group, LLC in Bradenton, FL and has over 28 years of experience in the finance industry.

187
Donovan Kelly, financial advisor Billings MT
Donovan T. Kelly
CRD#: 2622366
3115 1st Avenue N, Billings, MT 59102

Donovan Kelly (CRD# 2622366) is an Investment Advisor Representative working at Independent Financial Group, LLC in Billings, MT and has over 27 years of experience in the finance industry.

188
Haynes Kendall, financial advisor San Juan Capistrano CA
Haynes L. Kendall
CRD#: 1274737
31461 Rancho Viejo Road #104a, San Juan Capistrano, CA 92675

Haynes Kendall (CRD# 1274737) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 38 years of experience in the finance industry.

189
Jeffery Kesting, financial advisor Sulphur Springs TX
Jeffery W. Kesting
CRD#: 4915868
Sulphur Springs, TX

Jeffery Kesting (CRD# 4915868) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sulphur Springs, TX and has over 19 years of experience in the finance industry.

190
Diane Kimbro, financial advisor Los Angeles CA
Diane M. Kimbro
CRD#: 2694413
825 Colorado Blvd., Suite 201, Los Angeles, CA 90041

Diane Kimbro (CRD# 2694413) is an Investment Advisor Representative working at Independent Financial Group, LLC in Los Angeles, CA and has over 28 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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