Joseph
Yurgec
Independent Financial Group, LLC
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About this Advisor
Joseph Yurgec is a financial advisor based in Tucson, Arizona, working with Independent Financial Group, LLC. Joseph has previously held positions at Yurgec Financial Services, Npb Financial Group, LLC, and Independent Financial Group, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Joseph is part of Independent Financial Group, LLC, which operates out of Tucson, Arizona. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Joseph Yurgec Work History
Independent Financial Group, LLC
Npb Financial Group, LLC
Yurgec Financial Services
Disclosures
Please visit the SEC profile of Joseph Yurgec 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
San Diego, CA
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Prescott, AZ
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Alameda, CA
Santa Maria, CA
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