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Independent Financial Group, LLC CRD 7717
$12.9B regulatory AUM 301 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | Alexandria | VA | 11/2014 | Present |
(1) RENTAL PROPERTY POSITION: owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 1714 Wickham Way, Crofton MD 21114, United States DESCRIPTION: 50% OWNER OF RENTAL PROPERTY IN BALTIMORE MD (2) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2015 ADDRESS: 1714 Wickham Way, Crofton MD 21114, United States DESCRIPTION: (2) VA INSURANCE AGENT OFFERING THE SALE OF LIFE AND DISABILITY INSURANCE, LTC, VUL AND FIXED ANNUITIES. SINCE 2015. NON-INVESTMENT RELATED. 20% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-02 |
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