Independent Financial Group, LLC

Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $5,978,096,039 in 27,435 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,978
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Independent Financial Group, LLC
Showing 1 - 10 of 470 top financial advisors.
1
Kyle D. Addington
CRD#: 2843482
1616 N Litchfield Rd #260, Goodyear, AZ 85395

Kyle Addington (CRD# 2843482) is an Investment Advisor Representative working at Independent Financial Group, LLC in Goodyear, AZ and has over 27 years of experience in the finance industry.

2
Sean H. Agahi
CRD#: 2448745
14333 Fm 121-12, Van Alstyne, TX 75495

Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in Van Alstyne, TX and has over 30 years of experience in the finance industry.

3
James E. Albrecht
CRD#: 4616715
20750 Ventura Blvd, Ste 200, Woodland Hills, CA 91364

James Albrecht (CRD# 4616715) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodland Hills, CA and has over 20 years of experience in the finance industry.

4
Jason M. Alfonso
CRD#: 2805941
Loomis, CA

Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Loomis, CA and has over 27 years of experience in the finance industry.

5
John J. Almaguer
CRD#: 2294703
260 S. Los Robles, Suite 109, Pasadena, CA 91101

John Almaguer (CRD# 2294703) is an Investment Advisor Representative working at Independent Financial Group, LLC in Pasadena, CA and has over 31 years of experience in the finance industry.

6
Kent R. Alston
CRD#: 1296325
Sacramento, CA

Kent Alston (CRD# 1296325) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sacramento, CA and has 1 year of experience in the finance industry.

7
Deborah W. Anzelc
CRD#: 5015692
3833 Stow Road, Stow, OH 44224

Deborah Anzelc (CRD# 5015692) is an Investment Advisor Representative working at Independent Financial Group, LLC in Stow, OH and has over 16 years of experience in the finance industry. Deborah Anzelc 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.

8
Ronald H. Appler
CRD#: 2499039
Sykesville, MD

Ronald Appler (CRD# 2499039) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sykesville, MD and has over 29 years of experience in the finance industry.

9
Joel E. Archer
CRD#: 4706959
3301 Watt Ave., Ste. 300, Sacramento, CA 95821

Joel Archer (CRD# 4706959) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sacramento, CA and has over 20 years of experience in the finance industry.

10
Kirk Badii
CRD#: 5829768
550 Reserve Street #250, Southlake, TX 76092

Kirk Badii (CRD# 5829768) is an Investment Advisor Representative working at Independent Financial Group, LLC in Southlake, TX and has over 12 years of experience in the finance industry.

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