Bree
Perea

Independent Financial Group, LLC

CRD#6328435
Investment Advisor
in San Diego, CA

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About this Advisor

Bree Perea is a financial advisor operating out of San Diego, California who has 4 years of relevant experience. Perea is on the advisory team at Independent Financial Group, LLC. Over the course of their career, Perea has held roles at Costco Wholesale, Town Of Prescott Valley, Taylor & Padgett Royal Alliance, Royal Alliance and Independent Financial Group. Perea holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. Independent Financial Group, LLC is a registered investment company headquartered in San Diego, CA. It has offices in 364 locations and a total of 697 advisors. It manages $6 billion in total assets across its 27,435 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 48 charities and foundations. Of its 27,435 accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Independent Financial Group, LLC likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

12671 High Bluff Dr Ste 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$5,978,096,039

CA Average: $7,578,581,321
Total Number of Employees

697

CA Average: 43
Total Number of Accounts

27,435

CA Average: 3,727
Average Account Size

$217,900

CA Average: $2,033,427

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

Bree Perea Work History

Bree has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Independent Financial Group

2015 - 2019 (4 years)

Royal Alliance

2014 - 2018 (4 years)

Taylor & Padgett Royal Alliance

2013 - 2014 (1 year)

Town Of Prescott Valley

2005 - 2014 (9 years)

Costco Wholesale

*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 Bree Perea 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

Russell Sadler
San Diego, CA
Carl Riding
Saint George, UT
Jason Gaunt
Reno, NV
Lance Patton
Tehachapi, CA
Craig Rusch
Delafield, WI
Jeremy Webb
Fayetteville, AR
Antoinette Lobaito
Amarillo, TX
Constance Cook
Escondido, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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