Ari
Crandall

Independent Financial Group, LLC

CRD#2911716
Investment Advisor
in San Diego, CA
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About this Advisor

Ari Crandall is a certified financial planner who works out of San Diego, California, with a total of 14 years of financial industry experience. Crandall currently works for Independent Financial Group, LLC. During their career, Crandall has held roles at Independent Financial Group, LLC and Financial Designs LTD. Crandall holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in California and Texas. Independent Financial Group, LLC is a financial advisory business that has its headquarters in San Diego, California. The firm has offices in 364 locations and a total of 680 advisors. It administers $3 billion in assets between its 11,983 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 11,983 accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in investable assets. Independent Financial Group, LLC provides 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. Fees for financial management usually depend on which services are provided. However, fee types billed by Independent Financial Group, LLC can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 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

No

Office Location

12531 High Bluff Drive #110
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

Ari Crandall Work History

Ari has 14 years of experience.

2005 - 2010 (5 years)

Financial Designs LTD

2004 - Present (15 years)

Independent Financial Group, LLC

Disclosures

Ari Crandall has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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