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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 | 2025-01-01 |
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 |
|---|---|---|---|---|
| Insurance Sales | Calistoga | CA | 04/1985 | Present |
| Npb Financial Group Llc | Burbank | CA | 10/2015 | Present |
| Independent Financial Group, Llc | Calistoga | CA | 07/2022 | Present |
1) INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/1985 ADDRESS: 1019 Cedar Street, Calistoga CA 94515, United States DESCRIPTION: OUTSIDE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
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