Charles
Henning

Independent Financial Group, LLC

CRD#2294452
Investment Advisor
in San Diego, CA
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About this Advisor

Charles Henning is a certified financial planner operating in San Diego, California, who has been in the financial industry for 10 years. Henning is on the advisory team at Independent Financial Group, LLC. Over the course of their career, Henning has held roles at Kovack Securities, Inc, Kovack Advisors, Inc, National Planning Corporation and Independent Financial Group. Henning holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Independent Financial Group, LLC is a business operating in San Diego, California. The company has offices in 364 locations and a total of 680 people on staff. It controls $3 billion in total assets across its 11,983 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 11,983 customer accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Independent Financial Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on the financial services offered. Fees charged by Independent Financial Group, LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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 Dr Ste 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

Charles Henning Work History

Charles has 10 years of experience.

2017 - Present (2 years)

Independent Financial Group

2012 - 2017 (5 years)

National Planning Corporation

2008 - 2012 (4 years)

Kovack Securities, Inc

2008 - 2012 (4 years)

Kovack Advisors, Inc

Disclosures

Charles Henning has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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