Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals. Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California. Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.
View Top Employees from Independent Financial Group, LLCWebsite | http://www.ifgsd.com |
Revenue | $21.8 million |
Funding | $1 million |
Employees | 202 (202 on RocketReach) |
Founded | 2003 |
Address | 12671 HIGH BLUFF DR, San Diego, California 92130, US |
Phone | (800) 269-1903 |
Fax | (858) 481-9033 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 6 Million |
Keywords | Financial Advisory, Investment Services, Financial Planning, Personalized Financial Advice, Independent Financial Advice, Mutual Funds, Annuities, Brokerage |
Competitors | JMG Financial Group, Ltd., NEXT Financial Group, Park Avenue Securities, Sequoia Financial Group, Summit Financial |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52312 Companies, NAICS Code 52 Companies, NAICS Code 5231 Companies, NAICS Code 523 Companies, NAICS Code 523120 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Independent Financial Group, LLC employee's phone or email?
The Independent Financial Group, LLC annual revenue was $21.8 million in 2024.
Travis Hicks is the Vice President of Alternative Investments of Independent Financial Group, LLC.
202 people are employed at Independent Financial Group, LLC.
Independent Financial Group, LLC is based in San Diego, California.
The NAICS codes for Independent Financial Group, LLC are [52312, 52, 5231, 523, 523120, 52393, 5239].
The SIC codes for Independent Financial Group, LLC are [62, 628].