Offering

Independence, Perfected.

Enjoy the freedom you deserve so you can build your business, your way.

No Proprietary Products

Independent Financial Group does not offer proprietary products, nor does it impose sales quotas on its registered representatives.

Client's Best Interests

Our representatives have the freedom to make investment recommendations and build solid financial plans that are in the best interest of their clients.

Technology & Infrastructure

Independent Financial Group ensures that each registered representative is well-equipped with the latest technology and operational infrastructure.

Product Availability

Registered representatives of Independent Financial Group have access to a full array of non-proprietary investment products necessary to provide the highest quality investment solutions.

Our relationships with some of the world’s premier financial companies give you access to a wide range of products to meet your financial needs.

Our product offerings include:

Comprehensive Advisory Platform

  • Advisor directed portfolios
  • Institutional money managers
  • Third-party asset managers

Full-Service Brokerage Offerings

  • Stocks and bonds
  • ETFs and mutual funds
  • Structured products and UITs

Insurance and Retirement Services

  • Variable and fixed annuities
  • Variable and traditional insurance
  • Group retirement plans

Alternative Investments

  • REITs and BDCs
  • Interval funds
  • Private placements

Our clearing firm

Pershing provides Independent Financial Group with securities clearing and execution services. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing is a part of BNY Mellon, a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. As of September 30, 2019, BNY Mellon had $35.8 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management.