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Independent Financial Group

Independent Financial Group Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
2003
HQ
San Diego, CA, US | view all locations
Website
http://www.ifgsd.com/
Cybersecurity rating
Sectors

Key People

  • Scott Heising

    Scott Heising, President, CEO, Founder

    • Joe Miller

      Joe Miller, Co-Founder, Chief Executive Officer.

      • David Fischer

        David Fischer, Owner, Co-Founder

      • Jason Benham

        Jason Benham, Director, Retirement Services& Practice Development

      LocationsView all

      1 location detected

      • San Diego, CA HQ

        United States

        12671 High Bluff Dr Suite 200

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