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).

By the Numbers
  • Total Assets Under Management
    6,647
    MILLION
  • Total Number of Accounts
    20,980
    ACCOUNTS
  • Average Account Value
    $316,813
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 11 - 20 of 510 top financial advisors.
11
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 18 years of experience in the finance industry.

12
Kirk Badii
CRD#: 5829768
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

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.

13
John W. Bales
CRD#: 1820734
Windsor, CO

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.

14
James P. Ball
CRD#: 2844925
12671 High Bluff Dr, Ste 200, San Diego, CA 92130

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.

15
Kimberly A. Barentsen
CRD#: 2092280
1255 Treat Blvd; Suite #300, Walnut Creek, CA 94597

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.

16
James E. Bashaw
CRD#: 1251491
5701 Woodway Drive #330, Houston, TX 77057

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.

17
John W. Bass
CRD#: 1063613
Saint Louis, MO

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.

18
Mark S. Bateman
CRD#: 1943374
3550 N University Ave, Ste 325, Provo, UT 84604

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.

19
Michael J. Bateman
CRD#: 1843258
3550 N University Ave, Ste 325, Provo, UT 84604

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.

20
Kenneth J. Beber
CRD#: 4257664
451 W. Bonita Avenue, #5, San Dimas, CA 91773

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.

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