Edwin Lewis Unland

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

• 02/2010 → Present
  Independent Financial Group
  Long Beach, CA
• 06/2006 → Present
  United Parcel Shipping (Ups)
  Long Beach, CA
• 04/1996 → Present
  Money Matters
  Long Beach, CA

Previous Registrations

• 1997-12-01 → 2010-02-09
  Securities America Advisors, Inc.
  Long Beach, CA

Other Businesses

(1) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/1996 ADDRESS: 11882 Brookhaven Street, Garden Grove CA 92840, United States DESCRIPTION: CA INSURANCE AGENT AT DBA MONEY MATTERS OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (2) UPS POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 60 START DATE: 07/31/2006 ADDRESS: 1331 S. Vernon Street, Anaheim CA 92805, United States DESCRIPTION: PART-TIME SUPERVISOR FOR UPS. (3) NOTARY POSITION: As an individual NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1996 ADDRESS: 11882 Brookhaven Street, Garden Grove CA 92840, United States DESCRIPTION: Notary (4) MONEY MATTERS POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2013 ADDRESS: 11882 Brookhaven Street, Garden Grove CA 92840, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPOSE

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-04-20