Clark
Stevens

Independent Financial Group, LLC

CRD#4208374
Investment Advisor
in Santa Maria, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Clark Stevens is a financial advisor operating out of Santa Maria, California who has 11 years of relevant experience. Stevens is an advisor for Independent Financial Group, LLC. They have worked at Independent Financial Group, Llc for their entire career. Stevens holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in California and Texas. Independent Financial Group, LLC is an advisory company operating out of San Diego, CA. The firm has offices in 364 locations and a total of 697 employees. It administers $6 billion in assets under management between its 27,435 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 48 charitable organizations. Of its 27,435 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. Independent Financial Group, LLC offers a diverse range 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 advice largely are based on which services the firm provides the client. However, fees charged by Independent Financial Group, LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

Office Location

2646 Santa Maria Way Suite 104
Santa Maria, CA 93455

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

Total Assets Under Management

$5,978,096,039

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

697

CA Average: 43
Total Number of Accounts

27,435

CA Average: 3,727
Average Account Size

$217,900

CA Average: $2,033,427

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

Clark Stevens Work History

Clark has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Independent Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clark Stevens to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Group, LLC

Christopher Wellman
San Diego, CA
Kerry Schmitz
Buffalo, MN
Lance Patton
Tehachapi, CA
Troy Folk
Irvine, CA
Jeremy Webb
Fayetteville, AR
Antoinette Lobaito
Amarillo, TX
Jason Gaunt
Reno, NV
Brian Conrad
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started