Gregory McSeveney, financial advisor Oceanside CA
96 score

Gregory McSeveney

CRD Number: 1948224
Current Firm: Independent Financial Group, LLC

Gregory McSeveney (CRD# 1948224) is an Investment Advisor Representative working at Independent Financial Group, LLC in Oceanside, CA and has over 27 years of experience in the finance industry. Gregory McSeveney 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Independent Financial Group San Diego, CA Jan 2007 - Current 9
Aig Financial Advisors, Inc. Phoenix, AZ Oct 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Gregory W. McSeveney
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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