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).
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Total Assets Under Management5,978MILLION
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Total Number of Accounts27,435ACCOUNTS
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Average Account Value$217,900
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in Van Alstyne, TX and has over 29 years of experience in the finance industry.
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.
Jason Alfonso (CRD# 2805941) is an Investment Advisor Representative working at Independent Financial Group, LLC in Loomis, CA and has over 26 years of experience in the finance industry.
John Almaguer (CRD# 2294703) is an Investment Advisor Representative working at Independent Financial Group, LLC in Pasadena, CA and has over 30 years of experience in the finance industry.
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.
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.
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.
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.
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.