Through our team of independent financial professionals, IFG offers personalized services to individuals and institutional investors.
At IFG, we will always believe you are a name, not a number. We are committed to the support, success, and independence of our financial advisors and their clients.
Try us out and schedule a home office visit at anytime. You won’t be disappointed.
The management team of Independent Financial Group began with a simple premise: transfer their years of successful financial service experience into a broker–dealer framework dedicated to superior services for the independent registered representative.
President, CEO, Founder
Independent Financial Group is a national independent broker–dealer firm headquartered in San Diego, California.
Independent Financial Group processes direct accounts held through major mutual funds and insurance companies, and brokerage business and advisory programs through our clearing partner, Pershing, LLC.
Our commitment is directly to the independent investment representative. As a result, Independent Financial Group offers no proprietary investment products. This enables our affiliated investment professionals to focus on their clients’ individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.
Quality of service is the main goal of every Independent Financial Group employee. We are dedicated to providing our affiliated investment professionals with the same kind of attentive response we know they provide to their own clients.
Because of our size, we are able to customize our delivery of services to suit our rep’s needs. Each member of our team averages over ten years of industry experience, adding incomparable value to the services we offer and provide.
Benefits that our independent investment professionals enjoy:
If you are a financial services professional who is considering the freedom and independence of owning your own financial practice or if you are an established group of independent financial professionals, you should consider joining us.