Adviser and broker representative · Independent Financial Group, LLC
Wei-Ping Lo
CRD 7317347 · Diamond Bar, CA
At a glance
Wei-Ping Lo is an investment adviser representative with Independent Financial Group, LLC in Diamond Bar, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Wei-Ping’s SEC record dates to 2021, about 5 years ago. Wei-Ping is also registered as a broker representative.
Current advisory firm
- Independent Financial Group, LLCSince June 2024Diamond Bar, CA · $13B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Wei-Ping’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.