Financial ADVSR advisor directory · SEC adviser records
Independent Financial Group, LLC financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Independent Financial Group, LLC office in San Diego, A to Z.
The short answer
68 registered advisors work at Independent Financial Group, LLC in San Diego; it ranks number 10 in the city by advisors. 21 list the CFP designation and 65 are also registered broker representatives.
Independent Financial Group, LLC advisors in San Diego, A to Z
Every Independent Financial Group, LLC advisor →- Colin AndrewsChartered Financial Analyst
- Matthew S. BelardesCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Troy J. BennettAlso a broker rep
- Camryn A. BolekAlso a broker rep
- Michael D. Boswak Jr.Also a broker rep
- James R. BrandtAlso a broker rep
- William P. BrennanAlso a broker rep
- Benjamin BuckCertified Financial Planner · Also a broker rep
- Gregory J. Chachas Jr.Also a broker rep
- Wai Kee ChanCertified Financial Planner · Also a broker rep
- Yong S. ChangAlso a broker rep
- Paul S. CotofanaAlso a broker rep
- Ari B. CrandallCertified Financial Planner · Also a broker rep
- Chad H. CristoAlso a broker rep
- Scott A. DickersonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Abbey D. EasthamAlso a broker rep
- Roderick D. EvansCertified Financial Planner · Also a broker rep
- Steven E. FairchildCertified Financial Planner · Also a broker rep
- John S. FosterCertified Financial Planner · Also a broker rep
- Monica A. GoodingAlso a broker rep
- Randy J. GoodsellAlso a broker rep
- Marcella A. HarknessCertified Financial Planner · Also a broker rep
- Kelsey K. HasterlikCertified Financial Planner · Also a broker rep
- Scott A. HeisingInvestment adviser rep
- David HeitnerAlso a broker rep
- Matthew H. HurleyCertified Financial Planner · Also a broker rep
- Michael HyatCertified Financial Planner · Also a broker rep
- Ronny InnigerAlso a broker rep
- Kevin M. KeefeChartered Financial Analyst · Also a broker rep
- Joshua C. KoehnenCertified Financial Planner · Also a broker rep
- Joseph J. LeblancCertified Financial Planner · Also a broker rep
- Jung H. LeeAlso a broker rep
- Bruce S. LevitusAlso a broker rep
- Hal LippmanAlso a broker rep
- Brett C. LittleAlso a broker rep
- John M. LordCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Bernard C. MakinoAlso a broker rep
- Frances L. MakinoAlso a broker rep
- Matthew T. MarcomAlso a broker rep
- Ronald L. Martin Jr.Certified Financial Planner, Chartered Financial Consultant · Also a broker rep
- David M. Mc CorisonAlso a broker rep
- Cristina S. MichelAlso a broker rep
- Richard R. MirelesAlso a broker rep
- Arthur E. MolloyCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Erick A. MontielAlso a broker rep
- Nathan R. MooreChartered Financial Analyst
- Maryjo MorelloAlso a broker rep
- Clifton C. MortonAlso a broker rep
- Sandra A. PappalardoAlso a broker rep
- Troy D. PearsonAlso a broker rep
- Sara E. RasmussenAlso a broker rep
- James E. ReopelleAlso a broker rep
- Nancy K. RhewCertified Financial Planner · Also a broker rep
- Gregory J. SagersCertified Financial Planner · Also a broker rep
- Dena K. SchwartzAlso a broker rep
- Benjamin P. ShepherdAlso a broker rep
- Parker F. SpencerAlso a broker rep
- Jack T. StarkAlso a broker rep
- Paula A. StrumblyAlso a broker rep
- Conrad A. TarteCertified Financial Planner · Also a broker rep
- Colby T. TaylorAlso a broker rep
- Ted TigerAlso a broker rep
- Michael J. TobinAlso a broker rep
- Jerald G. Van HoutenAlso a broker rep
- David C. VazAlso a broker rep
- Edward E. WatsonAlso a broker rep
- Jay A. WurtzlerCertified Financial Planner · Also a broker rep
- Brian J. ZimmermanAlso 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 →
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Commonwealth Financial Network 62Madison Avenue Securities, LLC 60Ameriprise Financial Services, LLC 55
Questions
How many financial advisors does Independent Financial Group, LLC have in San Diego?
68 investment adviser representatives are registered at Independent Financial Group, LLC offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records. 21 list the CFP designation and 65 are also registered as broker representatives.
Is Independent Financial Group, LLC one of the largest advisor employers in San Diego?
Independent Financial Group, LLC ranks number 10 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Independent Financial Group, LLC advisor in San Diego?
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.