Independent Financial Group, LLC

Independent Financial Group, LLC

Financial Services San Diego, California, United States 164 employees
Employees
164
Contacts
3
Emails
3
Phones
2

Independent Financial Group, LLC Overview

Headquarters
San Diego, California, United States
Phone Number
Available in AeroLeads
Website
ifgsd.com
Industry
Financial Services
Employees
164
Founded
2003
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Independent Financial Group, LLC

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals. Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California. Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.

Independent Financial Group, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Independent Financial Group, LLC Org Chart

Sample employees and titles
Name Title Contact
Josh Koehnen Managing Partner at Premier Wealth Advisors
Email Phone
Abbey Eastham
Email
Kelly Clyde Partner and Registered Principal* at South Coast Investment Advisors, Llc
Email Phone
Brian Dennen Senior Compliance and Risk Management Leader with Expertise in Investment Advisory, Brokerage Operations and Regulatory Reporting
View

Employees by Management Level

Individual contributor 17 profiles
Director 7 profiles
Manager 6 profiles
Executive 4 profiles
Senior / Lead 4 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 8 8 4
General 7 7 3
Executive 6 6 3
IT 5 5 1
Operations 1 1 0
Marketing 1 1 0

Independent Financial Group, LLC Tech Stack

Engineering 5 profiles
Product / design 1 profile

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