Mark
Elmore
Independent Financial Group, LLC
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About this Advisor
Mark Elmore is a financial advisor based in Birmingham, Alabama with a total of 1 year of industry experience. Elmore is an employee of Independent Financial Group, LLC. Throughout their career, Elmore has worked at Lpl Financial LLC, Private Client Services, Rfg Advisory, LLC and Independent Financial Group, LLC. Elmore maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama. Independent Financial Group, LLC is a registered investment firm operating out of San Diego, CA. The firm has offices in 364 locations and a total of 697 financial advisors. It administers $6 billion in assets under management between its 27,435 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 48 charities and foundations. Of its 27,435 accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by Independent Financial Group, LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$5,978,096,039
697
27,435
$217,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mark Elmore Work History
Mark has been registered as a financial advisor for 1 years.*
Independent Financial Group, LLC
Private Client Services
Rfg Advisory, LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Elmore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Group, LLC
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Tehachapi, CA
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Escondido, CA
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Reno, NV
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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