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Financial ADVSR advisor directory · SEC adviser records

Independent Financial Group, LLC financial advisors in Southlake, TX

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

The short answer

3 registered advisors work at Independent Financial Group, LLC in Southlake, out of 439 at the firm nationwide; it ranks number 26 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Independent Financial Group, LLC advisors in Southlake, 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 8Costa Mesa, CA 6Sacramento, CA 6Saint Louis, MO 6Carlsbad, CA 5Las Vegas, NV 5Scottsdale, AZ 5Dallas, TX 4Eagle, ID 4Exton, PA 4Fresno, CA 4Honolulu, HI 4

Other firms in Southlake

All Southlake advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Strategic Advisers LLC 27Wells Fargo Clearing Services, LLC 20Edward Jones 19Charles Schwab & Co., Inc. 15Ameriprise Financial Services, LLC 14Morgan Stanley 14Cetera Investment Advisers LLC 11Cwm, LLC 9J.P. Morgan Securities LLC 9LPL Financial LLC 8Raymond James & Associates, Inc. 8

Questions

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

3 investment adviser representatives are registered at Independent Financial Group, LLC offices in Southlake, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 439 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Independent Financial Group, LLC ranks number 26 in Southlake by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 31.

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

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.