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
Thomas McKenzie (CRD# 2681757) is an Investment Advisor Representative working at Independent Financial Group, LLC in Los Alamitos, CA and has over 28 years of experience in the finance industry.
John McKeon (CRD# 5286647) is an Investment Advisor Representative working at Independent Financial Group, LLC in Marysville, WA and has over 17 years of experience in the finance industry.
Steven McLaughlin (CRD# 1510342) is an Investment Advisor Representative working at Independent Financial Group, LLC in Bellevue, NE and has over 37 years of experience in the finance industry.
Charles McLoughlin (CRD# 2452345) is an Investment Advisor Representative working at Independent Financial Group, LLC in Covington, LA and has over 26 years of experience in the finance industry.
Gregory Meyer (CRD# 3088783) is an Investment Advisor Representative working at Independent Financial Group, LLC in Encino, CA and has over 25 years of experience in the finance industry.
Linda Mickelsen (CRD# 4062742) is an Investment Advisor Representative working at Independent Financial Group, LLC in Camp Verde, AZ and has over 24 years of experience in the finance industry.
Mark Militello (CRD# 4075608) is an Investment Advisor Representative working at Independent Financial Group, LLC in Corpus Christi, TX and has over 24 years of experience in the finance industry.
Joe Miller (CRD# 1172989) is an Investment Advisor Representative working at Independent Financial Group, LLC in Carlsbad, CA and has over 33 years of experience in the finance industry.
Elizabeth Min (CRD# 6443525) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Gabriel, CA and has over 8 years of experience in the finance industry.
Richard Mireles (CRD# 5288651) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 16 years of experience in the finance industry.