Mark Dobrilovic

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

• 11/2012 → Present
  Independent Financial Group
  Laguna Hills, CA

Previous Registrations

• 2009-07-07 → 2012-11-27
  Lpl Financial Llc
  Laguna Hills, CA
  Laguna Hills, CA
  San Diego, CA
• 2008-01-01 → 2009-07-06
  Wells Fargo Clearing Services, Llc
  Irvine, CA
  San Juan Capistrano, CA
• 2005-11-24 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Laguna Woods, CA
  Laguna Woods, CA
  San Juan Capistrano, CA
  St. Louis, MO

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/16/2012 ADDRESS: 27824 Siruela, Mission Viejo CA 92692, United States DESCRIPTION: CA INSURANCE AGENT OFFERING SALES OF VARIOUS INSURANCE PRODUCTS. (2) REAL ESTATE POSITION: OWNER NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2005 ADDRESS: 27824 Siruela, Mission Viejo CA 92692, United States DESCRIPTION: 50% OWNER OF RENTAL PROPERTIES. (3) MWMG, INC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 12/31/2013 ADDRESS: 27824 Siruela, Mission Viejo CA 92692, United States DESCRIPTION: 100% OWNER OF DBA MISSION WEALTH MANAGEMENT GROUP USED FOR MARKETING PURPOSES. (4) SHARDAY CO, POSITION: OWNER NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 901 CALLE AMANECER, SAN CLEMENTE 92673, United States DESCRIPTION: 50% PASSIVE OWNER OF SHARDAY CO, A C-CORPORATION SETUP TO BE A HOLDING AGENT FOR THE PARTNER IN EATONS INCOME TAX SERVICES. (5) TAX ACCOUNTING POSITION: Independent Contractor NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 27824 Siruela, Mission Viejo CA 92692, United States DESCRIPTION: All aspects of tax and accounting work, including business consulting. NORTH IDAHO TAX AND FINANCIAL POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2025 ADDRESS: 7170 2ND STREET, BONNERS FERRY ID 83835, United States DESCRIPTION: I am Owner of North Idaho Tax and Financial with my Accountant son remotely preparing the tax and accounting work and I will be doing all of the investment work.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-23