Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-24 |
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 | Dallas | TX | 10/2013 | Present |
| Cornerstone Financial Services, Inc. | Dallas | TX | 10/2013 | 01/2024 |
| Independent Financial Group | Dallas | TX | 01/2018 | Present |
(1) CORNERSTONE FINANCIAL SERVICES, INC. POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/10/2024 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: Cornerstone Financial Services, Inc. will be used as a DBA only. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2014 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: TX INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (3) LIBERTY SILVER & GOLD, LLC POSITION: Independent Contractor NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2010 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: INDEPENDANT CONTRACTOR OF LIBERTY SILVER & GOLD, LLC OFFERING SALES OF PHYSICAL PRECIOUS METAL BULLION. (4) B&D TR HOLDINGS, LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/15/2020 ADDRESS: 554 CR 1787, Yantis TX 75497, United States DESCRIPTION: Business entity for tax and investment purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-10 |
Reach out to this advisor