Matthew Sessa, financial advisor Lancaster CA

Matthew Sessa

CRD Number: 4785616
Current Firm: Independent Financial Group, LLC

Matthew Sessa (CRD# 4785616) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lancaster, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group, LLC Lancaster, CA Feb 2024 - Current < 1
Timothy Hayes Financial & Insurance Services Lancaster, CA Feb 2013 - Current 11
Crown Capital Securities, LP Orange, CA Feb 2013 - Feb 2024 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Matthew C. Sessa
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
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

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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