Unclaimed Profile

Danny Earl Thomas

INDEPENDENT FINANCIAL GROUP, LLC·SAN DIEGO, California

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record21 years registeredINDEPENDENT FINANCIAL GROUP, LLC

12671 HIGH BLUFF DR, SAN DIEGO, CA 92130CRD# 2458330Firm CRD# 7717

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Danny Earl Thomas · SAN DIEGO, CA

Registration

CRD #2458330 · INDEPENDENT FINANCIAL GROUP, LLC · 21 years registered

Brand Profile

Not yet started

Career History

GLOBAL RETIREMENT PARTNERS LLC

Apr 2026 – present

LPL FINANCIAL LLC

Mar 2024 – present

PRIVATE ADVISOR GROUP, LLC

Mar 2024 – Feb 2026

Temecula, CA

INDEPENDENT FINANCIAL GROUP, LLC

May 2018 – Sep 2023

SAN DIEGO, CA

LPL FINANCIAL LLC

Jul 2011 – May 2018

SAN DIEGO, CA

MADISON AVENUE SECURITIES, INC.

Jun 2010 – Nov 2010

SAN DIEGO, CA

BRECEK & YOUNG ADVISORS, INC.

Sep 2004 – Oct 2004

FOLSOM, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · September 1, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENT FINANCIAL GROUP, LLC

CRD 7717 · SEC 801-62667

AUM

$6.8B

Regulatory assets under management

Employees

626

30,369 client accounts

Services offered by INDEPENDENT FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDEPENDENT FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Danny Earl Thomas offer?

Danny Earl Thomas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Danny Earl Thomas's credentials?

Danny Earl Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danny Earl Thomas located?

Danny Earl Thomas is based in SAN DIEGO, California, working with INDEPENDENT FINANCIAL GROUP, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Danny Earl Thomas charge for services?

Danny Earl Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENT FINANCIAL GROUP, LLC?

INDEPENDENT FINANCIAL GROUP, LLC has approximately 626 employees and manages $6.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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