Independent Financial Group, LLC

Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $3,747,236,894 in 15,226 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,747
    MILLION
  • Total Number of Accounts
    15,226
    ACCOUNTS
  • Average Account Value
    $246,108
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 468 top financial advisors.
1
Kyle D. Addington
CRD#: 2843482
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

Kyle Addington (CRD# 2843482) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

2
Steven A. Addison
CRD#: 4997781
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

Steven Addison (CRD# 4997781) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 14 years of experience in the finance industry. Steven Addison 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.

3
Sean H. Agahi
CRD#: 2448745
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry.

4
James E. Albrecht
CRD#: 4616715
Woodland Hills, CA

James Albrecht (CRD# 4616715) is an Investment Advisor Representative working at Independent Financial Group, LLC in Woodland Hills, CA and has over 17 years of experience in the finance industry.

5
Jason M. Alfonso
CRD#: 2805941
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

6
Marilyn F. Allen
CRD#: 1784429
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

Marilyn Allen (CRD# 1784429) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 28 years of experience in the finance industry.

7
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 27 years of experience in the finance industry.

8
Deborah W. Anzelc
CRD#: 5015692
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

Deborah Anzelc (CRD# 5015692) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 13 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.

9
Ronald H. Appler
CRD#: 2499039
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

Ronald Appler (CRD# 2499039) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry.

10
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 17 years of experience in the finance industry.

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