Financial ADVSR advisor directory · SEC adviser records
Independent Financial Group, LLC financial advisors in Sacramento, CA
Every SEC-registered investment adviser representative at a Independent Financial Group, LLC office in Sacramento, A to Z.
The short answer
6 registered advisors work at Independent Financial Group, LLC in Sacramento, out of 439 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
Independent Financial Group, LLC advisors in Sacramento, A to Z
Every Independent Financial Group, LLC advisor →- James E. DillonCertified Financial Planner · Also a broker rep
- Jack GeorgeAlso a broker rep
- Wade E. GribaldoAlso a broker rep
- Steven R. SutleyAlso a broker rep
- Bryan J. WertzerAlso a broker rep
- Lisa R. YostAlso a broker rep
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 68San Juan Capistrano, CA 11Diamond Bar, CA 8Houston, TX 8Costa Mesa, CA 6Henderson, NV 6Saint Louis, MO 6Carlsbad, CA 5Scottsdale, AZ 5Dallas, TX 4Eagle, ID 4Exton, PA 4Fresno, CA 4Pasadena, CA 4San Jose, CA 4
Other firms in Sacramento
All Sacramento advisors →Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 47Allworth Financial, L.P. 44Morgan Stanley 44LPL Financial LLC 40Strategic Advisers LLC 39Osaic Wealth, Inc. 29Charles Schwab & Co., Inc. 20Captrust 17Edward Jones 15Ameriprise Financial Services, LLC 13J.P. Morgan Securities LLC 13
Questions
How many financial advisors does Independent Financial Group, LLC have in Sacramento?
6 investment adviser representatives are registered at Independent Financial Group, LLC offices in Sacramento, 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 Sacramento?
Independent Financial Group, LLC ranks number 22 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.
How do I check a Independent Financial Group, LLC advisor in Sacramento?
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.