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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 |
|---|---|---|---|
| NH | RA | APPROVED | 2025-03-06 |
Branch Locations
160 Dover Road Unit 10, Chichester, NH 03258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center, Inc. | Chichester | NH | 09/2024 | 02/2025 |
| Town Of New Durham | New Durham | NH | 03/2014 | 12/2024 |
| Town Of Alton New Hampshire | Alton | NH | 09/2019 | Present |
| Town Of Epsom New Hampshire | Epsom | NH | 06/2021 | Present |
| Independent Financial Group, Llc | Chichester | NH | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-05 |
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