Independent Financial Group, LLC
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About this Advisor
Bruce Stone is a financial advisor who lives in San Diego, California. Currently a registered investment advisor at Independent Financial Group, LLC, Stone has a notable 39 years of professional experience in the financial advisory industry. Stone maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Stone is registered to act as a financial advisor in California and Texas. During their career, the advisor has held roles at Stone Ins Services, Independent Financial Group, Afa Financial Group, LLC and Afa Advisor Services, LLC. Independent Financial Group, LLC is headquartered in San Diego, California, and operates out of 364 brick-and-mortar locations throughout the country. As a company, Independent Financial Group, LLC manages $3 billion in assets across 11,983 client accounts and employs more than 680 people. The firm's total assets under management makes it one of the biggest firms in the United States. The firm manages 10,271 accounts on a discretionary basis, meaning 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 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
Bruce Stone Work History
Bruce has 39 years of experience.
Independent Financial Group
Afa Financial Group, LLC
Afa Advisor Services, LLC
Stone Ins Services
Bruce Stone has disclosures.
Please visit their SEC profile for more details.