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
William Lemasters (CRD# 1724738) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fallbrook, CA and has over 27 years of experience in the finance industry.
Jonathan Lennox (CRD# 3245851) is an Investment Advisor Representative working at Independent Financial Group, LLC in Grapevine, TX and has over 22 years of experience in the finance industry.
Alexander Lessard (CRD# 2978066) is an Investment Advisor Representative working at Independent Financial Group, LLC in Alhambra, CA and has over 26 years of experience in the finance industry.
Tin Li (CRD# 4367068) is an Investment Advisor Representative working at Independent Financial Group, LLC in Rockville, MD and has over 9 years of experience in the finance industry.
Tsanshiau Lin (CRD# 2947638) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 26 years of experience in the finance industry.
Dennis Lindeman (CRD# 2009423) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fallbrook, CA and has over 33 years of experience in the finance industry.
Brett Little (CRD# 4717405) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 18 years of experience in the finance industry.
Bradley Livingstone (CRD# 3079544) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lucas, TX and has over 25 years of experience in the finance industry.
Antoinette Lobaito (CRD# 6180091) is an Investment Advisor Representative working at Independent Financial Group, LLC in Amarillo, TX and has over 10 years of experience in the finance industry.
Angela Lord (CRD# 6069877) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 7 years of experience in the finance industry.