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).
-
Total Assets Under Management6,751MILLION
-
Total Number of Accounts30,369ACCOUNTS
-
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
Reginald Muggley (CRD# 2126258) is an Investment Advisor Representative working at Independent Financial Group, LLC in The Woodland, TX and has over 33 years of experience in the finance industry.
Matthew Mundy (CRD# 4704753) is an Investment Advisor Representative working at Independent Financial Group, LLC in Chandler, AZ and has over 19 years of experience in the finance industry.
Julian Munoz (CRD# 4773991) is an Investment Advisor Representative working at Independent Financial Group, LLC in Guaynabo, PR and has over 18 years of experience in the finance industry.
Michael Nakano (CRD# 1322510) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Rafael, CA and has over 30 years of experience in the finance industry.
Lawrence Napolitano (CRD# 4921500) is an Investment Advisor Representative working at Independent Financial Group, LLC in Las Vegas, NV and has over 18 years of experience in the finance industry.
Jeffrey Nero (CRD# 6904936) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fullerton, CA and has over 6 years of experience in the finance industry.
Jeffrey Nesseth (CRD# 1983482) is an Investment Advisor Representative working at Independent Financial Group, LLC in Seneca, SC and has over 34 years of experience in the finance industry.
Matthew Newman (CRD# 5118849) is an Investment Advisor Representative working at Independent Financial Group, LLC in Middleton, WI and has over 17 years of experience in the finance industry.
Charles Newton (CRD# 2726275) is an Investment Advisor Representative working at Independent Financial Group, LLC in South Jordan, UT and has over 27 years of experience in the finance industry.
Zoe Ng (CRD# 4497181) is an Investment Advisor Representative working at Independent Financial Group, LLC in Pleasanton, CA and has over 22 years of experience in the finance industry.