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Independent Financial Group, LLC CRD 7717
$12.9B regulatory AUM 301 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-16 |
Branch Locations
12671 High Bluff Drive Suite 200, San Diego, CA 92130 • UNITED STATES
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp Inc | Miami | FL | 08/2014 | 12/2018 |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 12/2018 | 10/2019 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 12/2018 | 10/2019 |
| Newbridge Securities Corporation | Boca Raton | FL | 10/2019 | 04/2025 |
| Independent Financial Group, Llc | Parkland | FL | 04/2025 | Present |
1)DBA - Fairchild Financial Retirement Solutions, Inc. (Fairchild F.R.S. Inc.), Investment Related, Conducted from 11847 NW 69th Place, Parkland, FL 33076. The nature of the Outside Business Activity (OBA) is DBA/Fixed Insurance, my position in the organization is President. 09/2015 was the start of the relationship with the other business and 165 hours are devoted to the other business per week and 8 hours are devoted to the other business during securities trading hours per month. 2) Insurance: Life Agent/Variable Annuity INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2017 ADDRESS: 11847 Nw 69th Place, Parkland FL 33076, United States DESCRIPTION: Insurance FAIRCHILD FINANCIAL RETIREMENT SOLUTIONS INC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2017 ADDRESS: 11847 Nw 69th Place, Parkland FL 33076, United States DESCRIPTION: Registered Rep / Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-29 |
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