American Independent Securities Group, LLC
American Independent Securities Group, LLC (CRD# 135288) is a financial advisory firm headquartered in Eagle, ID. They manage $142,722,738 in 1,160 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management143MILLION
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Total Number of Accounts1,160ACCOUNTS
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Average Account Value$123,037
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MT, ND, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
Paul Ferguson (CRD# 2532837) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 23 years of experience in the finance industry.
Suanne Jones (CRD# 2745862) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 21 years of experience in the finance industry. Suanne Jones 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.
Thomas Sellin (CRD# 808358) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 29 years of experience in the finance industry.
Lance Altheide (CRD# 2622202) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 22 years of experience in the finance industry.
Kevin Andrews (CRD# 4681693) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 14 years of experience in the finance industry.
Tracy Baggerly (CRD# 3195686) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 18 years of experience in the finance industry.
Charles Beeler (CRD# 6027457) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 5 years of experience in the finance industry.
Ryan Carlson (CRD# 4209072) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 17 years of experience in the finance industry.
Nicholas Cioffi (CRD# 1090646) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 34 years of experience in the finance industry.
James Davis (CRD# 840862) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Palestine, TX and has over 37 years of experience in the finance industry.