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.
Featured in Financial Advisor Magazine, April 2018.
Two of LPL Financial’s biggest rivals have grabbed a combined 300 advisors with more than $9.4 billion in client assets from National Planning Holdings since
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).
The San Diego-based broker/dealer, IFG, has recruited 10 offices with $2 billion in client assets from National Planning Corporation.
Judges recognize 43 companies for their outstanding support of financial advisor success from among 127 finalists and IFG is proudly announced.