Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals. Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.
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Employee Rating

3.3
TypePrivate
HQSan Diego, US
Founded2003
Size (employees)130 (est)+4%
Websiteifgsd.com
Independent Financial Group was founded in 2003 and is headquartered in San Diego, US
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Key People/Management at Independent Financial Group

Scott Heising

Scott Heising

Managing Director
Joe Miller

Joe Miller

Managing Director
David Fischer

David Fischer

Managing Director
Tony Bonafede

Tony Bonafede

Chief Compliance Officer, Advisory Services
Jason Benham

Jason Benham

Director, Retirement Services & Practice Development
Travis Hicks

Travis Hicks

Vice President, Alternative Investments
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Independent Financial Group Office Locations

Independent Financial Group has an office in San Diego
San Diego, US (HQ)
High Bluff Dr
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Independent Financial Group Financials and Metrics

Summary Metrics

Founding Date

2003
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Independent Financial Group Blogs

BlueChip October 2018

Independent Financial Group Awards $100,000 to Non-Profit Organizations

FOR IMMEDIATE RELEASE October 10, 2018 Media Contact: Cici Prsha IFG (858) 436-3180 cprsha@ifgsd.com Independent Financial Group Awards $100,000 to Non-Profit Organizations San Diego, CA - Independent Financial Group, LLC (IFG) has announced today that the firm’s annual charitable drive has raised a…

Branch Inspector

DEPARTMENT: Compliance   Job Duties Scheduling, prepping and completion of on-site branch office examinations. Providing guidance and direction to promote efficiency in branch offices that are in line with firm policies and procedures. Compile audit findings and generate reports to the branch princi…

BlueChip September 2018

Independent Financial Group Ranks Wins Wealth Management Industry Award

FOR IMMEDIATE RELEASE September 27, 2018 Media Contact: Cici Prsha IFG (858) 436-3180 cprsha@ifgsd.com Independent Financial Group Ranks Wins Wealth Management Industry Award San Diego, CA - Independent Financial Group, LLC (IFG) has won Wealth Management Magazine’s Industry Award for the 2nd consec…

IFG Wins Corporate Social Responsibility/Diversity Category in Wealth Management Magazine’s 2018 Industry Awards

Independent Financial Group wins Wealth Management Magazine’s 2018 Industry Awards under the Corporate Social Responsibility/Diversity Category for their contributions to charities.
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Independent Financial Group Company Life and Culture

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Independent Financial Group Frequently Asked Questions

  • When was Independent Financial Group founded?

    Independent Financial Group was founded in 2003.

  • Who are Independent Financial Group key executives?

    Independent Financial Group's key executives are Scott Heising, Joe Miller and David Fischer.

  • How many employees does Independent Financial Group have?

    Independent Financial Group has 130 employees.

  • Who are Independent Financial Group competitors?

    Competitors of Independent Financial Group include ATFX, ABG Sundal Collier Holding and CLSA.

  • Where is Independent Financial Group headquarters?

    Independent Financial Group headquarters is located at High Bluff Dr, San Diego.

  • Where are Independent Financial Group offices?

    Independent Financial Group has an office in San Diego.

  • How many offices does Independent Financial Group have?

    Independent Financial Group has 1 office.