Bruce
Stone

Independent Financial Group, LLC

CRD#842768
Investment Advisor
in San Diego, CA
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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

Series 66, Chartered Financial Consultant

Years of Experience

39 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 Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

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

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

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

Bruce Stone Work History

Bruce has 39 years of experience.

2010 - Present (9 years)

Independent Financial Group

2005 - 2010 (5 years)

Afa Financial Group, LLC

2005 - 2010 (5 years)

Afa Advisor Services, LLC

1979 - Present (40 years)

Stone Ins Services

Disclosures

Bruce Stone has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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