Unclaimed Profile

Joe Henry Jr Miller

INDEPENDENT FINANCIAL GROUP, LLC·SAN DIEGO, California

SIE, Series 4, Series 6, Series 6TO, Series 7, Series 14, Series 22, Series 24, Series 27, Series 39, Series 52TO, Series 53, Series 63, Series 66, Series 99TO27 years registeredINDEPENDENT FINANCIAL GROUP, LLC

12671 HIGH BLUFF DR, SAN DIEGO, CA 92130CRD# 1172989Firm CRD# 7717

Profile Verification

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

Identity

Joe Henry Jr Miller · SAN DIEGO, CA

Registration

CRD #1172989 · INDEPENDENT FINANCIAL GROUP, LLC · 27 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL GROUP, LLC

Oct 2005 – present

INDEPENDENT FINANCIAL GROUP, LLC

Nov 2003 – Oct 2005

SAN DIEGO, CA

SENTRA SECURITIES CORP

Nov 1998 – Nov 2003

CARLSBAD, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 6TO

Series 7

Series 14

Series 22

Series 24

Series 27

Series 39

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · November 16, 1998

Years registered · 27

Disclosure History

2023Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Joe Henry Jr Miller offer?

Joe Henry Jr Miller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Joe Henry Jr Miller's credentials?

Joe Henry Jr Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joe Henry Jr Miller located?

Joe Henry Jr Miller 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 Joe Henry Jr Miller charge for services?

Joe Henry Jr Miller'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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