Craig
Cohn

Independent Financial Group, LLC

CRD#4313583
Investment Advisor
in San Diego, CA

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About this Advisor

Craig Cohn is a financial advisor who works in San Diego, California with 2 years of industry experience. Cohn is on the advisory team at Independent Financial Group, LLC. Cohn has gained experience at Linsco/Private Ledger Corp, Commonwealth Financial Network and Independent Financial Group, LLC. Cohn has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Independent Financial Group, LLC is a financial advisory business operating out of San Diego, CA. The company has offices in 364 locations and a total of 697 advisors. It manages $6 billion in total assets across its 27,435 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 48 charities and foundations. Of its 27,435 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Independent Financial Group, LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

16870 W. Bernardo Dr. Ste. 380
San Diego, CA 92127

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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

Craig Cohn Work History

Craig has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Independent Financial Group, LLC

2015 - 2020 (5 years)

Commonwealth Financial Network

2006 - 2015 (9 years)

Linsco/Private Ledger Corp

*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 Craig Cohn 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

Troy Folk
Irvine, CA
Jacob Mickle
Cottonwood, AZ
Craig Rusch
Delafield, WI
Deborah Hardy
Plymouth, MA
Kerry Schmitz
Buffalo, MN
Brian Conrad
San Diego, CA
Jeremy Webb
Fayetteville, AR
Constance Cook
Escondido, 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.

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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.

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