Arthur Dell Eggman

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

• 04/2011 → 10/2020
  Debtmerica Relief
  Santa Ana, CA
• 01/2012 → 05/2024
  Transamerica Financial Advisors, Inc
  Bakersfield, CA
• 04/2020 → 10/2020
  Bakersfield Memorial Hospital Dignity Health
  Bakersfield, CA
• 05/2024 → 06/2024
  Securities America, Inc.
  Visalia, CA
• 06/2024 → 11/2024
  Osaic Wealth, Inc.
  Visalia, CA
• 11/2024 → Present
  Independent Financial Group, Llc
  Visalia, CA

Previous Registrations

• 2012-01-06 → 2024-05-09
  Transamerica Financial Advisors, Llc
  Modesto, CA
  Bakersfield, CA
  Bakersfield, CA
• 2006-11-08 → 2012-01-06
  Investment Advisors International, Inc.
  Bakersfield, CA
  Modesto, CA
  Bakersfield, CA

Other Businesses

1. ALL INTO LIFE POSITION: referrer NATURE: All into life INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2024 ADDRESS: 215 curry rd, Waxahachie TX 75167 DESCRIPTION: all into life is a platform for debt elimination using whole life insurance products 2. WEALTH.COM POSITION: Independent Contractor NATURE: Referral Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2026 ADDRESS: 2345 N Duke Street, Visalia CA 93291, United States DESCRIPTION: REFERRAL TO CLIENT FOR INDEPENDENT LEGAL SERVICES FOR WILLS,TRUSTS, POA FOR MEDICAL CARE REFERRAL ONLY AS I DO NOT PROVIDE LEGAL ADVICE

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-10-19
• S63 Uniform Securities Agent State Law Examination
  1998-12-08

Other Names

• Arthur Eggman