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).

By the Numbers
  • Total Assets Under Management
    6,751
    MILLION
  • Total Number of Accounts
    30,369
    ACCOUNTS
  • Average Account Value
    $222,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Independent Financial Group, LLC
Showing 21 - 30 of 463 top financial advisors.
21
Gary G. Benson
CRD#: 1182211
5435 Balboa Blvd, Suite #106, Encino, CA 91316

Gary Benson (CRD# 1182211) is an Investment Advisor Representative working at Independent Financial Group, LLC in Encino, CA and has over 36 years of experience in the finance industry.

22
Peter N. Blok
CRD#: 3023989
243 West Lincoln Highway, Exton, PA 19341

Peter Blok (CRD# 3023989) is an Investment Advisor Representative working at Independent Financial Group, LLC in Exton, PA and has over 23 years of experience in the finance industry.

23
Mark E. Bobin
CRD#: 4392168
1991 Village Park Way, Suite 110, Encinitas, CA 92024

Mark Bobin (CRD# 4392168) is an Investment Advisor Representative working at Independent Financial Group, LLC in Encinitas, CA and has over 22 years of experience in the finance industry.

24
Richard W. Bolek
CRD#: 2142497
13540 Camino Del Sol, #4, Sun City West, AZ 85375

Richard Bolek (CRD# 2142497) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sun City West, AZ and has over 32 years of experience in the finance industry.

25
Adam B. Bonner
CRD#: 6344488
7629 Hillside Rd., Ste. 100, Amarillo, TX 79119

Adam Bonner (CRD# 6344488) is an Investment Advisor Representative working at Independent Financial Group, LLC in Amarillo, TX and has over 8 years of experience in the finance industry.

26
Eric Bowdler
CRD#: 5894290
Flagstaff, AZ

Eric Bowdler (CRD# 5894290) is an Investment Advisor Representative working at Independent Financial Group, LLC in Flagstaff, AZ and has over 11 years of experience in the finance industry.

27
Jeff S. Boyd
CRD#: 3262110
8880 Rio San Diego Drive #1098, San Diego, CA 92108
Jeff Boyd (CRD# 3262110) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 17 years of experience in the finance industry. Jeff Boyd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
28
Scott L. Brady
CRD#: 4107792
195 Owens St. S, Salem, OR 97302

Scott Brady (CRD# 4107792) is an Investment Advisor Representative working at Independent Financial Group, LLC in Salem, OR and has over 24 years of experience in the finance industry.

29
James A. Braziel
CRD#: 2321699
1074 East Avenue, Suite L, Chico, CA 95926

James Braziel (CRD# 2321699) is an Investment Advisor Representative working at Independent Financial Group, LLC in Chico, CA and has over 31 years of experience in the finance industry.

30
William P. Brennan
CRD#: 3090544
12680 High Bluff Dr, Ste 250, San Diego, CA 92130

William Brennan (CRD# 3090544) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

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