Press Releases

Amrish Patel and his team of advisors at Global Wealth Strategies has joined Independent Financial Group, LLC (IFG). Mr. Patel joins IFG from Mass Mutual and currently leads a team of six in his Scottsdale, Arizona office.

Independent Financial Group, LLC (IFG) has recently promoted Michael Watson to Vice President of Wealth Management. Mr. Watson will lead the efforts of the Advisory Consulting team and manage IFG’s wealth management technology platforms to include AccessPoint, MoneyGuidePro, and Auto-Pilot.

Sarah Kreisman has been hired as Chief Legal Counsel and VP of Compliance at Independent Financial Group, LLC (IFG). Ms. Kreisman will report directly to Managing Directors, Scott Heising and Joe Miller.

Independent Financial Group, LLC (IFG) was ranked #35 by revenue, according to Investment News’ latest report of its 2018 Top Independent Broker-Dealers. The firm ended the 2017 year with a total of $139.3 million in revenues, up by 13% over last year’s totals.

Independent Financial Group, LLC (IFG) has recently announced their 9.74 score out of 10 in Wealth Management Magazine’s annual broker-dealer report card ranking and survey.

Independent broker-dealer, Independent Financial Group, LLC (IFG) has announced today that Scarborough Capital Management (SCM) has joined IFG as of January 2, 2018.

Independent broker-dealer, Independent Financial Group, LLC (IFG) has announced today their onboarding of 10 key offices from National Planning Corporation (NPC).

Independent broker-dealer, Independent Financial Group, LLC (IFG) has again been named 2017’s Runner-Up Broker-Dealer of the Year by Investment Advisor Magazine, according to their annual reader’s poll.

Independent Financial Group, LLC (IFG) announced today their $60,000 commitment to the following organizations: The Challenged Athletes Foundation, The Cystic Fibrosis Foundation, The Junior Blind of America, and The Mitchell Thorp Foundation.

Independent Financial Group, LLC (IFG) recently hosted their 13th annual National Conference at the Hotel Del Coronado in Coronado, California during the week of August 13th.

Independent Financial Group, LLC (IFG) announced today that Mike Acio has been promoted to Vice President of Representative Supervision.

Independent Financial Group, LLC (IFG) has announced today that its privately-labeled Wealth Management platform, AccessPoint, has surpassed $1 billion in assets under management, bringing total advisory assets to $4.5 billion for the firm.