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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Josh Koehnen | Managing Partner at Premier Wealth Advisors | Carlsbad, California, United States |
Email
Phone
|
| Abbey Eastham | San Diego, California, United States |
Email
|
|
| Kelly Clyde | Partner and Registered Principal* at South Coast Investment Advisors, Llc | Newport Beach, California, United States |
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 | 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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