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
Douglas Corey (CRD# 5433674) is an Investment Advisor Representative working at Independent Financial Group, LLC in Fairfax, VA and has over 16 years of experience in the finance industry.
Shirley Coria (CRD# 1111255) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Paul Cotofana (CRD# 5419523) 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.
Cynthia Couyoumjian (CRD# 1456630) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tustin, CA and has over 37 years of experience in the finance industry.
Christel Covert (CRD# 1893048) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tempe, AZ and has over 35 years of experience in the finance industry.
Kathleen Covey (CRD# 874975) is an Investment Advisor Representative working at Independent Financial Group, LLC in Encinitas, CA and has over 28 years of experience in the finance industry.
Ernest Cox (CRD# 4326252) is an Investment Advisor Representative working at Independent Financial Group, LLC in Indio, CA and has over 23 years of experience in the finance industry.
Jesse Cox (CRD# 4268061) is an Investment Advisor Representative working at Independent Financial Group, LLC in Corona Del Mar, CA and has over 22 years of experience in the finance industry.
Kenneth Craig (CRD# 3077287) is an Investment Advisor Representative working at Independent Financial Group, LLC in Eagle, ID and has over 25 years of experience in the finance industry.
Ari Crandall (CRD# 2911716) 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.