Arthur
Molloy

Independent Financial Group, LLC

CRD#734407
Investment Advisor
in San Diego, CA
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About this Advisor

Arthur Molloy is a certified financial planner and chartered financial analyst who lives in San Diego, California. Currently a registered financial advisor at Independent Financial Group, LLC, Molloy has a notable 35 years of professional experience in the financial advisory industry. Molloy maintains Series 63 and Series 66 licenses, which certify the advisor as a securities agent. Molloy is able to work with investors based out of California and Texas. During their career, the advisor has held roles at Capital Growth Inc, Independent Financial Group LLC, Independent Financial Group, Inc and Global Wireless Entertainment Inc. Independent Financial Group, LLC is based out of San Diego, California, and has 364 other brick-and-mortar locations across the United States. As a registered investment advisory firm, Independent Financial Group, LLC manages $3 billion in assets dispersed across 11,983 accounts and retains more than 680 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Independent Financial Group, LLC can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

35 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

8910 University Center Lane Ste 150
San Diego, CA 92122

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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

Arthur Molloy Work History

Arthur has 35 years of experience.

2005 - 2011 (6 years)

Global Wireless Entertainment Inc

2003 - Present (16 years)

Independent Financial Group LLC

2003 - Present (16 years)

Independent Financial Group, Inc

1983 - Present (36 years)

Capital Growth Inc

Disclosures

Arthur Molloy has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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