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
Scott Pilchard (CRD# 2197234) is an Investment Advisor Representative working at Independent Financial Group, LLC in Scottsdale, AZ and has over 32 years of experience in the finance industry.
George Pitra (CRD# 2796552) is an Investment Advisor Representative working at Independent Financial Group, LLC in Leander, TX and has over 27 years of experience in the finance industry.
John Podesto (CRD# 5371002) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 14 years of experience in the finance industry.
Wojciech Polowy (CRD# 4587014) is an Investment Advisor Representative working at Independent Financial Group, LLC in New Britain, CT and has over 11 years of experience in the finance industry.
Peter Prescott (CRD# 1283441) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Juan Capistrano, CA and has over 39 years of experience in the finance industry.
Lee Pysnik (CRD# 4343613) is an Investment Advisor Representative working at Independent Financial Group, LLC in Diamond Bar, CA and has over 23 years of experience in the finance industry.
Lars Ragan (CRD# 4186673) is an Investment Advisor Representative working at Independent Financial Group, LLC in Kansas City, MO and has over 23 years of experience in the finance industry.
Alexandra Rasmussen (CRD# 5956559) is an Investment Advisor Representative working at Independent Financial Group, LLC in Aliso Viejo, CA and has over 12 years of experience in the finance industry.
Xavier Ray (CRD# 1991464) is an Investment Advisor Representative working at Independent Financial Group, LLC in Los Angeles, CA and has over 33 years of experience in the finance industry.
James Reopelle (CRD# 1183966) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 20 years of experience in the finance industry.