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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Group, LLC financial advisors in Costa Mesa, CA

Every SEC-registered investment adviser representative at a Independent Financial Group, LLC office in Costa Mesa, A to Z.

The short answer

6 registered advisors work at Independent Financial Group, LLC in Costa Mesa, out of 439 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Independent Financial Group, LLC advisors in Costa Mesa, A to Z

Every Independent Financial Group, LLC advisor →

Independent Financial Group, LLC advisors in every city and state →Independent Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Independent Financial Group, LLC advisors in other cities

San Diego, CA 66San Juan Capistrano, CA 11Diamond Bar, CA 8Houston, TX 8Sacramento, CA 6Saint Louis, MO 6Carlsbad, CA 5Las Vegas, NV 5Scottsdale, AZ 5Dallas, TX 4Eagle, ID 4Exton, PA 4Fresno, CA 4Honolulu, HI 4Pasadena, CA 4

Other firms in Costa Mesa

All Costa Mesa advisors →

Osaic Wealth, Inc. 18Captrust 16LPL Financial LLC 11Check Capital Management Inc. 8Citigroup Global Markets Inc. 8Strategic Advisers LLC 7Edward Jones 6Cetera Investment Advisers LLC 5Fifth Third Securities, Inc. 5Leisure Capital Management, Inc. 5Sovran Advisors, LLC 5Edelman Financial Engines 4

Questions

How many financial advisors does Independent Financial Group, LLC have in Costa Mesa?

6 investment adviser representatives are registered at Independent Financial Group, LLC offices in Costa Mesa, California, according to the SEC's Investment Adviser Public Disclosure records, out of 439 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Independent Financial Group, LLC one of the largest advisor employers in Costa Mesa?

Independent Financial Group, LLC ranks number 8 in Costa Mesa by registered advisors; Osaic Wealth, Inc. has the most, with 18.

How do I check a Independent Financial Group, LLC advisor in Costa Mesa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Independent Financial Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.