Independent Financial Group, LLC
Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $6,646,729,741 in 20,980 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management6,647MILLION
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Total Number of Accounts20,980ACCOUNTS
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Average Account Value$316,813
- 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
Joel Archer (CRD# 4706959) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sacramento, CA and has over 18 years of experience in the finance industry.
Kirk Badii (CRD# 5829768) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
John Bales (CRD# 1820734) is an Investment Advisor Representative working at Independent Financial Group, LLC in Windsor, CO and has over 34 years of experience in the finance industry. John Bales 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.
James Ball (CRD# 2844925) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 24 years of experience in the finance industry. James Ball 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.
Kimberly Barentsen (CRD# 2092280) is an Investment Advisor Representative working at Independent Financial Group, LLC in Walnut Creek, CA and has over 31 years of experience in the finance industry.
James Bashaw (CRD# 1251491) is an Investment Advisor Representative working at Independent Financial Group, LLC in Houston, TX and has over 38 years of experience in the finance industry.
John Bass (CRD# 1063613) is an Investment Advisor Representative working at Independent Financial Group, LLC in Saint Louis, MO and has over 39 years of experience in the finance industry.
Mark Bateman (CRD# 1943374) is an Investment Advisor Representative working at Independent Financial Group, LLC in Provo, UT and has over 33 years of experience in the finance industry.
Michael Bateman (CRD# 1843258) is an Investment Advisor Representative working at Independent Financial Group, LLC in Provo, UT and has over 34 years of experience in the finance industry.
Kenneth Beber (CRD# 4257664) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Dimas, CA and has over 21 years of experience in the finance industry.