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
John Lord (CRD# 3098231) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.
Daniel Loy (CRD# 3029654) is an Investment Advisor Representative working at Independent Financial Group, LLC in Milpitas, CA and has over 26 years of experience in the finance industry.
Theodore Lum (CRD# 1016779) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Ramon, CA and has over 34 years of experience in the finance industry.
David Lustig (CRD# 6315078) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tustin, CA and has over 9 years of experience in the finance industry.
Chih-tao Ma (CRD# 4151461) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 24 years of experience in the finance industry.
Scott Machen (CRD# 4578808) is an Investment Advisor Representative working at Independent Financial Group, LLC in Gold River, CA and has over 15 years of experience in the finance industry.
Duayne Madl (CRD# 833183) is an Investment Advisor Representative working at Independent Financial Group, LLC in Shawnee, KS and has over 41 years of experience in the finance industry.
Ricky Mahlum (CRD# 1351961) is an Investment Advisor Representative working at Independent Financial Group, LLC in Plymouth, MN and has over 39 years of experience in the finance industry.
Roberto Maldonado (CRD# 5093698) is an Investment Advisor Representative working at Independent Financial Group, LLC in Guaynabo, PR and has over 16 years of experience in the finance industry.
Charles Mann (CRD# 1010028) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 40 years of experience in the finance industry.