Charles Mann, financial advisor San Juan Capistrano CA

Charles Mann

CRD Number: 1010028
Current Firm: Independent Financial Group, LLC

Charles Mann (CRD# 1010028) 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.

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Company Name Location Dates Years
Independent Financial Group, LLC San Juan Capistrano, CA Jul 2022 - Current 1
Npb Financial Group, LLC Burbank, CA Mar 2016 - Current 8
Professional Financial Advisors Inc. San Juan Capistrano, CA Sep 1983 - Current 40
Pacific Financial Associates Nv, Inc. Ft Lauderdale, FL Sep 2014 - Mar 2016 1
Pacific Financial Associates, Inc. San Juan Capistrano, CA Jul 1988 - Mar 2016 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Charles Mann
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
  • NV
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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