Carla
Key

Independent Financial Group, LLC

CRD#1348780
Investment Advisor
in San Diego, CA
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About this Advisor

Carla Key is a certified financial planner whose office is in San Diego, California. Currently a registered financial advisor with Independent Financial Group, LLC, Key has an impressive 22 years of experience as a registered investment advisor. Key maintains Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Key can advise clients based out of Oregon. Key has gained experience at Independent Financial Group and Insurance - Various Agents. Independent Financial Group, LLC is based out of San Diego, California, and operates out of 364 other offices in the United States. In aggregate, Independent Financial Group, LLC oversees $3 billion in assets across 11,983 accounts and retains more than 680 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the investment firm's investors 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 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

$2,935,234,184

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

Carla Key Work History

Carla has 22 years of experience.

2008 - Present (11 years)

Independent Financial Group

1996 - Present (23 years)

Insurance - Various Agents

Disclosures

Carla Key has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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