Independent Financial Group, LLC
Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $6,750,889,024 in 30,369 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management6,751MILLION
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- 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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Michael Carlucci (CRD# 2309517) is an Investment Advisor Representative working at Independent Financial Group, LLC in Freehold, NJ and has over 25 years of experience in the finance industry. Michael Carlucci 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 putclients' interests first and comply with the Financial Planning Practice Standards.
www.MyPlanStartsToday.com
Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA & SIPC. MJC and IFG are unaffiliated entities Licensed to sell securities in the following states: FL, NJ & NY
Todd Caudle (CRD# 2007952) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lake Oswego, OR and has over 34 years of experience in the finance industry.
Gregory Chachas (CRD# 1269551) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 39 years of experience in the finance industry.
Christopher Chaney (CRD# 4909461) is an Investment Advisor Representative working at Independent Financial Group, LLC in Kansas City, MO and has over 18 years of experience in the finance industry.
Nancy Chang (CRD# 4917714) is an Investment Advisor Representative working at Independent Financial Group, LLC in Campbell, CA and has over 18 years of experience in the finance industry.