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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 |
|---|---|---|---|
| PR | RA | APPROVED | 2015-02-17 |
Branch Locations
Metro Office Park St. 1 Lot 3 Ste. 520, Guaynabo, PR 00968 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Pension Advisors / Adviseme National Advisors | Guaynabo | PR | 08/2012 | Present |
| Independent Financial Group Llc | San Diego | CA | 07/2014 | Present |
(1) PENSION ADVISORS PUERTO RICO POSITION: Managing Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2012 ADDRESS: Metro Office Park St 1 Lot 3, Ste 520, GUAYNABO PR 00968, United States DESCRIPTION: DBA USED FOR ADVISE ME NATIONAL ADVISORS (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/17/2015 ADDRESS: Metro Office Park St 1 Lot 3, Ste 520, GUAYNABO PR 00968, United States DESCRIPTION: PR INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS PENSION ADVISORS PUERTO RICO POSITION: Managing Partner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2012 ADDRESS: Metro Office Park St 1 Lot 3, Ste 520, GUAYNABO PR 00968, United States DESCRIPTION: A DBA used for marketing purposes. YMTS, LLC POSITION: President and Administrator NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: Urb Villa Magna, 1821 Calle 6SO, San Juan PR 00921, United States DESCRIPTION: Management and administrative duties. Receive advisory compensation and manage the finances/ accounting of the LLC. EOS, LLC POSITION: President and Administrator NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: Urb Villa Magna, 1821 Calle 6SO, San Juan PR 00921, United States DESCRIPTION: Management and administrative duties. Receive advisory compensation and manage the finances/ accounting of the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-17 |
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