Alan
Shorr

Independent Financial Group, LLC

CRD#1040305
Investment Advisor
in San Diego, CA
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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

Series 63, Chartered Financial Consultant

Years of Experience

25 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

Disclosures

Yes

Office Location

12671 High Bluff Dr Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

CA Average: $2,033,427

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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.

2011 - Present (8 years)

Investment Advisor Associates, Inc

2010 - Present (9 years)

Independent Financial Group

2004 - 2010 (6 years)

Afa Advisor Services, LLC

2003 - 2010 (7 years)

Afa Financial Group, LLC

2003 - 2010 (7 years)

Afa Insurance Services, Inc

2001 - 2014 (13 years)

Quantitative Strategies, Inc

2000 - 2012 (12 years)

Afa Holding LLC

1999 - 2012 (13 years)

Accountants Financial Alliance ( Afa, Inc)

1993 - 2012 (19 years)

Shorr Capital Management

Disclosures

Alan Shorr has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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