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Employer firm

American Independent Securities Group, LLC CRD 135288

$986M regulatory AUM 4,385 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
American Independent Securities Group, Llc

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2017-05-24
  • ID RA
    APPROVED
    Since 2017-05-24

Branch Locations

664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA

275 South 5Th #140, Pocatello, ID 83201 • United States

664 S Rivershore Lane Ste 150, Eagle, ID 83616 • 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
American Independent Securities Group Eagle ID 04/2015 Present
  • 04/2015 → Present
    American Independent Securities Group
    Eagle, ID
Other Businesses

Life & Health Insurance. 275 SOUTH 5TH #285 POCATELLO, ID 83201. Independent Insurance Agent. Fixed Life. Not investment related. Start 4-2018. 5 hrs/week, 2 hrs during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-25
  • S66 Uniform Combined State Law Examination
    2017-03-25
Other Names
  • Lisa Marie Bronson
  • Lisa Marie Adams-Bronson

View on SEC IAPD

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