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)
![](/img/ws/firm-ria-sec-logo.png)
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
James Noto (CRD# 1030904) is an Investment Advisor Representative working at Independent Financial Group, LLC in Trinity, FL and has over 31 years of experience in the finance industry.
Denis O'brien (CRD# 716498) is an Investment Advisor Representative working at Independent Financial Group, LLC in Mystic, CT and has over 42 years of experience in the finance industry.
Gregory O'donnell (CRD# 2802185) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Rafael, CA and has over 27 years of experience in the finance industry.
Sean Oconnor (CRD# 4978828) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
Thomas Otten (CRD# 712233) is an Investment Advisor Representative working at Independent Financial Group, LLC in Reno, NV and has over 44 years of experience in the finance industry.
Jodi Padgett (CRD# 1828918) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott, AZ and has over 28 years of experience in the finance industry.
Amrish Patel (CRD# 4449749) is an Investment Advisor Representative working at Independent Financial Group, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
James Patton (CRD# 1273893) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodland Hills, CA and has over 39 years of experience in the finance industry.
Lance Patton (CRD# 2585443) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tehachapi, CA and has over 29 years of experience in the finance industry.
Rick Pearl (CRD# 2591044) is an Investment Advisor Representative working at Independent Financial Group, LLC in Warsaw, IN and has over 29 years of experience in the finance industry.