Brett
Gatta
Independent Financial Group, LLC
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About this Advisor
Brett Gatta is a financial advisor based in San Diego, California, working with Independent Financial Group, LLC. Brett has previously held positions at Nyang, Morgan Stanley Private Bank, National Association, Wealth Advisory Group LLC, Park Avenue Securities LLC, Guardian Life Insurance Company, Pfg Advisors, LLC, Securities America, Inc, and Independent Financial Group. Brett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Brett is part of Independent Financial Group, LLC, which operates out of San Diego, California. 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
Brett Gatta Work History
Independent Financial Group
Nyang
Pfg Advisors, LLC
Securities America, Inc
Wealth Advisory Group LLC
Park Avenue Securities LLC
Guardian Life Insurance Company
Morgan Stanley Private Bank, National Association
Disclosures
Please visit the SEC profile of Brett Gatta 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 Luis Obispo, CA
Alameda, CA
San Diego, CA
Cross Plains, WI
San Diego, CA
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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