Independent Financial Group, LLC
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About this Advisor
Bryan Hopkins is a certified financial planner who is based in San Diego, California. Currently a registered investment advisor with Independent Financial Group, LLC, Hopkins has an impressive 27 years of professional experience. Hopkins holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Hopkins is registered to advise clients based out of California. Throughout their career, they have worked at Hopkins & Company Cpa, Independent Financial Group, Bonnie & Hopkins Cpas, Apc and Royal Alliance Associates, Inc. Independent Financial Group, LLC is located in San Diego, California, and has 364 other offices across the United States. As an advisory firm, Independent Financial Group, LLC oversees $3 billion in assets dispersed across 11,983 accounts and retains more than 680 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC can offer 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
Bryan Hopkins Work History
Bryan has 27 years of experience.
Hopkins & Company Cpa
Independent Financial Group
Royal Alliance Associates, Inc
Bonnie & Hopkins Cpas, Apc
Bryan Hopkins has disclosures.
Please visit their SEC profile for more details.