Paul Sasa Huddle

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

• 06/1993 → Present
  Ps Huddle Construction
  Long Beach, CA
• 10/1995 → Present
  Ps Financial Group
  Long Beach, CA
• 04/2005 → 06/2017
  Everbank
  Jacksonville, FL
• 10/2005 → Present
  Adonis Financial
  Fountain Valley, CA
• 01/2006 → Present
  Paul Huddle
  Long Beach, CA
• 02/2010 → Present
  Independent Financial Group
  San Diego, CA

Other Businesses

(1) PS FINANCIAL GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/1995 ADDRESS: 834 E 4th Street, #12, Long Beach CA 90802, United States DESCRIPTION: (1) 100% OWNER - PS FINANCIAL GROUP OFFERING HEALTH & FIXED INSURANCE SINCE 10/1995. NON INVESTMENT RELATED. APPROX 10% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. AS A IFG REG REP, I WILL BE INVOLVED WITH THIS ACTIVITY. (2) ADONIS FINANCIAL GROUP POSITION: Loan document compiling and data entry. NATURE: Mortgage Lending Services INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2005 ADDRESS: 834 E 4th Street, #12, Long Beach CA 90802, United States DESCRIPTION: (3) INDEPENDENT CONTRACTOR - ADONIS FINANCIAL GROUP . PROCESSING OVERFLOW DOCUMENTS FOR MORTGAGE RELATED SERVICES SINCE 10/2005. NON INVESTMENT RELATED. APPROX 1% TIME SPENT. BUSINESS CONDUCTED AT 9550 WARNER AVE, FOUNTAIN VALLEY , CA 92708. (3) PS HUDDLE CONSTRUCTION POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1993 ADDRESS: 834 E 4th Street, #12, Long Beach CA 90802, United States DESCRIPTION: 100% OWNER - PS HUDDLE CONSTRUCTION . PROVIDE CONSULTING SERVICES FOR SMALL CONSTRUCTION AND DEVELOPMENT BUSINESS (4) PAUL S HUDDLE POSITION: Notary NATURE: Notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 834 E 4th Street, #12, Long Beach CA 90802, United States DESCRIPTION: 100% OWNER - PAUL S HUDDLE . PROVIDING NOTARY SERVICES FOR CLIENTS (5) LOFTS ON 4TH POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2016 ADDRESS: 834 E 4th Street, #12, Long Beach CA 90802, United States DESCRIPTION: HOA BOARD OF DIRECTORS LOFTS ON 4TH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-27
• S63 Uniform Securities Agent State Law Examination
  1994-02-22