Independent Financial Group

    OverviewSuggest Edit

    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.
    TypePrivate
    Founded2003
    HQSan Diego, CA, US
    Websiteifgsd.com
    Employee Ratings3.3

    Latest Updates

    Employees (est.) (Apr 2021)140(-2%)
    Cybersecurity ratingBMore

    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
    Jason Benham

    Jason Benham

    Director, Retirement Services& Practice Development
    Travis Hicks

    Travis Hicks

    Vice President,Alternative Investments
    Doug Hall

    Doug Hall

    Chief Compliance Officer, Bokerage
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    Independent Financial Group Office Locations

    Independent Financial Group has an office in San Diego
    San Diego, CA, US (HQ)
    12671 High Bluff Dr #200
    Show all (1)

    Independent Financial Group Financials and Metrics

    Summary Metrics

    Founding Date

    2003

    Independent Financial Group Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    85/100

    SecurityScorecard logo

    Independent Financial Group Online and Social Media Presence

    Embed Graph

    Independent Financial Group Blogs

    IFG Co-Founder David Fischer Commentary on Attracting the Next Generation of Financial Professionals

    Attend an Independent Financial Group conference or social event, and you’ll be struck by how many kids are there. “Our philosophy when starting our firm was to create a culture that advisors are attracted to,” explains Fischer. The post IFG Co-Founder David Fischer Commentary on Attracting the Nex…

    Independent Financial Group, LLC Earns Gold in 2020 MUSE Creative Awards

    With submissions numbering north of 4,600 entries, submitted from 58 countries, Independent Financial Group, LLC (IFG) has taken Gold in the 2020 MUSE Creative Awards competition. The post Independent Financial Group, LLC Earns Gold in 2020 MUSE Creative Awards appeared first on Independent Financia…

    Independent Financial Group Earns Platinum in 2020 Hermes Creative Awards

    Hermes Creative Awards recently announced Independent Financial Group, LLC (IFG) is a Platinum Winner in the 2020 international awards competition for creative professionals involved in the concept, writing, and design of traditional and emerging media. The post Independent Financial Group Earns Pla…

    Independent Financial Group Named 2020 Broker-Dealer of the Year Runner-Up

    IFG has earned Second Place in the Investment Advisor Broker-Dealer of the Year program of the past six years. The post Independent Financial Group Named 2020 Broker-Dealer of the Year Runner-Up appeared first on Independent Financial Group.

    Former Bay Area Wells Fargo Independent Financial Advisor Joins Independent Financial Group

    SAN DIEGO, CA — Doug Eng, formerly with Wells Fargo Advisors, has joined Independent Financial Group LLC (IFG), the Company announced today. Based in Berkeley, California, Eng is a dually-registered BD-RIA rep who is registered in 13 states and has managed more than $180 million in client assets. En…

    IFG Ranks #4 in Highest Percentage of Female Producing Reps Among Broker-Dealers

    In Financial Planning magazine's 35th annual IBD Elite survey, IFG climbed four spots from the year prior, with 23% of its producing reps female. The post IFG Ranks #4 in Highest Percentage of Female Producing Reps Among Broker-Dealers appeared first on Independent Financial Group.
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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 140 employees.

    • Who are Independent Financial Group competitors?

      Competitors of Independent Financial Group include Solid Gold Berjangka, Ord Minnett and Daiwa Securities Group.

    • Where is Independent Financial Group headquarters?

      Independent Financial Group headquarters is located at 12671 High Bluff Dr #200, 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.