Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.

Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.

Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC.

Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.


Quality of service is the main goal of every Independent Financial Group employee. We are dedicated to providing our reps with the same kind of attentive response we know they provide to their own clients. Because of our size, we can customize our delivery of services to suit any of our reps needs. Each member of our team has an average of 10+ years of industry experience, adding value to the services we provide.

Here are some benefits that our independent investment representatives enjoy:

  • Personalized service from people you know
  • Accurate and reliable order execution through Pershing
  • Knowledgeable and experienced support team
  • Accurate commission tracking
  • Professional compliance monitoring
  • Wide variety of product offerings
  • No corporate sales quotas or mandated goals

If you are a financial services professional who is considering the freedom and independence of owning your own financial practice or if you are an established group of independent financial representatives, you should consider joining us. Discover the Power of Independence.