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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arden Tax Service | Sacramento | CA | 09/1985 | Present |
| Npb Financial Group, Llc | Sacramento | CA | 07/2014 | Present |
| Independent Financial Group, Llc | Sacramento | CA | 07/2022 | Present |
(1) ARDEN TAX SERVICE POSITION: OWNER NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/1985 ADDRESS: 868 Wixford Way, Sacramento CA 95864-6139, United States DESCRIPTION: TAX SERVICES.
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