Independent Financial Group, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Independent Financial Group, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Independent Financial Group
National Planning Corporation
Kovack Securities, Inc
Kovack Advisors, Inc
Charles Henning has disclosures.
Please visit their SEC profile for more details.