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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Bree Perea (CRD# 6328435) is an Investment Advisor Representative working at Independent Financial Group, LLC in Prescott, AZ and has over 8 years of experience in the finance industry.
Gerard Perkins (CRD# 5340519) is an Investment Advisor Representative working at Independent Financial Group, LLC in Chubbuck, ID and has over 16 years of experience in the finance industry.
Lewis Perkins (CRD# 847246) is an Investment Advisor Representative working at Independent Financial Group, LLC in Hermosa Beach, CA and has over 33 years of experience in the finance industry.
Stephen Perreault (CRD# 5610084) is an Investment Advisor Representative working at Independent Financial Group, LLC in Crofton, MD and has over 15 years of experience in the finance industry.
Andres Peterson (CRD# 4679168) is an Investment Advisor Representative working at Independent Financial Group, LLC in Archbold, OH and has over 20 years of experience in the finance industry.
Jackson Phillips (CRD# 6990408) is an Investment Advisor Representative working at Independent Financial Group, LLC in Ferndale, WA and has over 5 years of experience in the finance industry.
John Phillips (CRD# 1793406) is an Investment Advisor Representative working at Independent Financial Group, LLC in Ferndale, WA and has over 36 years of experience in the finance industry.