Best Investors Account Sign in
Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-28
CA RA APPROVED 2009-09-01
  • TX RA
    APPROVED_RES
    Since 2026-08-28
  • CA RA
    APPROVED
    Since 2009-09-01

Branch Locations

1520 N El Camino Real Unit 1, San Clemente, CA 92672 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group San Diego CA 08/2009 Present
  • 08/2009 → Present
    Independent Financial Group
    San Diego, CA
Previous Registrations
Other Businesses

(1) MICHELLE VIZZI CONSULTING SERVICES, INC POSITION: Officer/Director NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 156 Chandon, Laguna Niguel CA 92677, United States DESCRIPTION: 100% OWNER DBA MICHELLE VIZZI CONSULTING SERVICES, INC OFFERING BUSINESS CONSULTING, ECONOMIC RESEARCH, IDENTIFY MARKET TRENDS AND INTERPRETING REPORTS. (2) SOUTH COAST INVESTMENT ADVISORS, LLC POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2009 ADDRESS: 1520 N El Camino Real, Unit 1, San Clemente CA 92672, United States DESCRIPTION: (4) INDEPENDENT CONTRACTOR DBA SOUTH COAST INVESTMENT ADVISORS, LLC , PROVIDING WEALTH MANAGEMENT SERVICES SINCE 2009. INVESTMENT RELATED. APPROXIMATELY 80% TIME SPENT ON ACTIVITY. BUSINESS CONDUCTED AT OFFICE ADDRESS ON RECORD. (3) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2009 ADDRESS: 1520 N El Camino Real, Unit 1, San Clemente CA 92672, United States DESCRIPTION: (3) CA INSURANCE AGENT OFFERING SALES OF FIXED AND VARIABLE INSURANCE SINCE 2009. INVESTMENT RELATED. LESS THAN 5% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-04
  • S66 Uniform Combined State Law Examination
    2004-08-04

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Clemente, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor