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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Thomas Monahan (CRD# 1546712) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 36 years of experience in the finance industry.
Jeffrey Morand (CRD# 728191) is an Investment Advisor Representative working at Independent Financial Group, LLC in Englewood, CO and has over 38 years of experience in the finance industry.
Gary Morris (CRD# 2463062) is an Investment Advisor Representative working at Independent Financial Group, LLC in Arcadia, CA and has over 30 years of experience in the finance industry.
Kelly Morris (CRD# 4527350) is an Investment Advisor Representative working at Independent Financial Group, LLC in Carlsbad, CA and has over 22 years of experience in the finance industry.
Brian Morton (CRD# 4481586) is an Investment Advisor Representative working at Independent Financial Group, LLC in Edmond, OK and has over 21 years of experience in the finance industry.
Clifton Morton (CRD# 2883247) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Michael Moss (CRD# 1054365) is an Investment Advisor Representative working at Independent Financial Group, LLC in Reno, NV and has over 37 years of experience in the finance industry.