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INDEPENDENT FINANCIAL GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC
SAN DIEGO, California
·
10 registered advisors
·
CRD# 7717
SEC# 801-62667
385
858-436-3180
01
Firm Overview
AUM
$6.8B
Regulatory assets under management
Employees
626
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at INDEPENDENT FINANCIAL GROUP, LLC
10 registered advisors
Brian Dennen
SAN DIEGO, California
CRD# 3239786
Constance Cook Waitman
SAN DIEGO, California
CRD# 1448191
Danny Earl Thomas
SAN DIEGO, California
CRD# 2458330
Douglas Christopher Hall
SAN DIEGO, California
CRD# 2577937
Joe Henry Jr Miller
SAN DIEGO, California
CRD# 1172989
Maria Bona Myers
SAN DIEGO, California
CRD# 2772133
Sarah Jill Kreisman
SAN DIEGO, California
CRD# 2671706
Scott Allen Heising
SAN DIEGO, California
CRD# 2192259
Travis Leigh Bator
SAN DIEGO, California
CRD# 5241485
Troy Dale Pearson
SAN DIEGO, California
CRD# 2413897
05
Office Locations
SAN DIEGO, California
10 advisors
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Data sourced from SEC Form ADV filings. INDEPENDENT FINANCIAL GROUP, LLC (CRD# 7717) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.