Independent Financial Group, LLC
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About this Advisor
Alan Shorr is a financial advisor who is based out of San Diego, California. Currently an investment advisor at Independent Financial Group, LLC, Shorr has an impressive 25 years of professional experience as an investment advisor. Shorr holds a Series 63 license, qualifying the advisor as a securities representative. Shorr is registered to work with clients based out of California and Massachusetts. Over the course of their career, Shorr has held roles at Accountants Financial Alliance ( Afa, Inc), Afa Advisor Services, LLC, Afa Financial Group, LLC, Quantitative Strategies, Inc, Shorr Capital Management, Afa Insurance Services, Inc, Afa Holding LLC, Independent Financial Group and Investment Advisor Associates, Inc. Independent Financial Group, LLC is headquartered in San Diego, California, and has 364 additional locations across the nation. As a registered investment firm, Independent Financial Group, LLC manages $3 billion in assets throughout 11,983 client accounts and retains more than 680 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Independent Financial Group, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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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
Alan Shorr Work History
Alan has 25 years of experience.
Investment Advisor Associates, Inc
Independent Financial Group
Afa Advisor Services, LLC
Afa Financial Group, LLC
Afa Insurance Services, Inc
Quantitative Strategies, Inc
Afa Holding LLC
Accountants Financial Alliance ( Afa, Inc)
Shorr Capital Management
Alan Shorr has disclosures.
Please visit their SEC profile for more details.