Skylar Holloway Brown

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Cb Wealth
  Palm Desert, CA
• 04/2012 → Present
  It'S In The Bag
  Palm Desert, CA

Other Businesses

(1) CB WEALTH MANAGEMENT GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 125 START DATE: 07/01/2015 ADDRESS: 44-672 Monterey Ave, Palm Desert CA 92260, United States DESCRIPTION: REGISTERED REPRESENTATIVE AND IAR AT DBA USED TO MARKET SECURITIES AND ADVISORY BUSINESS. (2) INSURANCE POSITION: Employee NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 44-672 Monterey Ave, Palm Desert CA 92260, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODCUTS. (3) LEADERSHIP COACHELLA VALLEY POSITION: Participant/student NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 09/15/2023 ADDRESS: 190 W Amado Rd, Palm Springs CA 92262, United States DESCRIPTION: Learn about issues affecting the Coachella Valley through open and balanced discussions and presentations. Develop their personal and professional leadership skills. Build relationships with others who seek to grow as leaders and find solutions to the issues facing our valley. Get involved in the community and local organizations.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-10