InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry.
Produced by Wealth Management magazine’s digital arm, the “Wealthie Awards” drew a record 625 nominations from 221 companies across the financial services space this season.
IFG earns #2 in Overall Experience Satisfaction among IBDs with fewer than 1,000 advisors.
As reported in InvestmentNews magazine, April 2020
Featured in Financial Advisor magazine, April 2020
View Financial Advisor magazine’s 2020 B-D Rankings
The record year of advisory growth assets for IFG was fueled by advisors bringing new clients into their advisory practices. Advisory assets now comprise in excess of $8B of IFG’s total firm assets, $3B of which resides on the Envestnet platform.
Independent Financial Group, LLC (IFG) recently announced its end-of-year figures. IFG closed 2019 with $193.5 million in total gross revenue, representing an 11% increase from 2018 at $174.2 million. Average payout per advisor increased as well to $349,900 up from $322,600 in 2018.
The Mitchell Thorp Foundation hosted its annual Warrior Spirit 5K Run/Walk Family Festival this past weekend in Carlsbad, California. As the presenting sponsor and a supporter since 2010, IFG CEO Joe Miller gave the opening speech.
Selected charities include: The Challenged Athletes Foundation, the Mitchell Thorp Foundation, the Leukemia & Lymphoma Society, the Cystic Fibrosis Foundation and Wayfinder Family Services.
Independent Financial Group, LLC (IFG) welcomed 104 independent financial advisors who qualified for its annual Practice Management Forum in November. Now in its ninth year, the highly anticipated event was held at the Monarch Beach Resort in Dana Point, California.
Professional Advisory Services (PAS), has selected Independent Financial Group, LLC as their new broker-dealer. PAS is led by Mr. Wayne Williams, President and Wealth Manager.
12671 High Bluff Drive, Suite 200
San Diego, CA 92130
(800) 269-1903 toll-free
(858) 436-3180 phone
(858) 481-9033 fax
