About Independent Financial Group, LLC

Independent Financial Group, LLC (IFG) is a registered broker dealer based in San Diego, California.  IFG serves a network of more than 640 independent investment professionals, who like me, own and operate their own practices.  Investors have access to a wide range of features, which includes an expansive product list along with exceptional technology and personalized service.  Our clients have all the choices they need aiming to meet their goals of preserving capital, generating income, and accumulating wealth to finance lifestyle, travel, and a comfortable retirement.

As an independent broker dealer, IFG is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC).  Securities clear through Pershing, with over $2 trillion in assets under management, owned by Bank of New York Mellon, which has $42.2 trillion in assets under custody and/or administration.

All IFG representatives are independent business persons in their own communities, not employees of a mega-firm owned and operated by strangers in a remote location.  As owners and managers of local financial services businesses, these representatives make a long-term investment in their community and clients.  It’s no surprise many investors prefer this type of relationship, rather than working with an impersonal Wall Street firm.

IFG has no proprietary products to sell or sales quotas for its representatives.  This allows me to make honest and appropriate investment recommendations based strictly on client needs and product performance.  Known for a high level of service, credibility and dependability, IFG representatives consistently help clients make excellent financial plans and sound investment decisions, all at fair and competitive fees and commissions.

You've worked hard for your money.  Now, you want your money to work just as hard for you.  That's why you should demand the utmost from your investment advisor.  When you choose an IFG representative, you’re choosing an experienced professional dedicated to making your investments perform for you without taking unnecessary risks.

Perhaps most important, you’ve decided to work with a solid, value-based, complete financial services firm that can provide you all the strength, professional expertise and research capability of any Wall Street firm.  A company that’s genuinely concerned about your financial well-being and ultimate investment success.  A company that avoids short-term aggressive strategies in favor of long-term capital appreciation.  IFG offers all these benefits and more.

Please visit IFG’s webpage https://ifgsd.com/reg-bi-investor for more information about how I may best serve your interest.