Clifford
Fellows

Independent Financial Group, LLC

CRD#206060
Investment Advisor
in San Diego, CA
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About this Advisor

Clifford Fellows is a certified financial planner based in San Diego, California. Currently an advisor at Independent Financial Group, LLC, Fellows has an impressive 37 years of professional experience. Fellows maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Fellows is registered to operate based out of California. Fellows has gained experience at Aig Financial Advisors, Inc, Sagepoint Financial, Inc and Independent Financial Group. Independent Financial Group, LLC is headquartered in San Diego, California, and has 364 additional brick-and-mortar locations across the United States. Overall, Independent Financial Group, LLC manages $3 billion in assets across 11,983 client accounts and employs more than 680 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

37 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

Clifford Fellows Work History

Clifford has 37 years of experience.

2009 - 2009 (0 years)

Sagepoint Financial, Inc

2009 - Present (10 years)

Independent Financial Group

2007 - 2009 (2 years)

Aig Financial Advisors, Inc

Disclosures

Clifford Fellows has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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