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
CA RA APPROVED 2007-02-07
  • CA RA
    APPROVED
    Since 2007-02-07

Branch Locations

San Diego, CA • 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 02/2007 Present
Kingsroad Financial Insurance Services Inc. San Diego CA 08/2012 09/2017
  • 02/2007 → Present
    Independent Financial Group
    San Diego, CA
  • 08/2012 → 09/2017
    Kingsroad Financial Insurance Services Inc.
    San Diego, CA
Previous Registrations
Other Businesses

(1) FINANCIAL CHAPTERS POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/01/2017 ADDRESS: 2941 Kobe Drive, San Diego CA 92123, United States DESCRIPTION: 100% OWNER OF DBA FINANCIAL CHAPTERS FOR MARKETING PURPOSES. (2) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1997 ADDRESS: 2941 Kobe Drive, San Diego CA 92123, United States DESCRIPTION: CA INSURANCE AGENT OFFERING SALES OF VARIOUS TYPES OF INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-17
S63 Uniform Securities Agent State Law Examination 1993-05-03
  • S65 Uniform Investment Adviser Law Examination
    1999-05-17
  • S63 Uniform Securities Agent State Law Examination
    1993-05-03
Designations
Other Names
  • Nancy Kay Durham
  • Nancy Kay Dacus

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor