Cynthia
Couyoumjian

Independent Financial Group, LLC

CRD#1456630
Investment Advisor
in San Diego, CA
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About this Advisor

Cynthia Couyoumjian is a certified financial planner who works out of San Diego, California, who has been in the financial industry for 14 years. Couyoumjian works at Independent Financial Group, LLC. Throughout their career, Couyoumjian has worked at Independent Financial Group and First Allied Securities. Couyoumjian maintains Series 63 and Series 65 licenses, 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 business operating out of San Diego, California. The firm has offices in 364 locations and a total of 680 financial advisors. It handles $3 billion in total assets between its 11,983 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 11,983 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. Independent Financial Group, LLC has 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 for financial advice largely depend on the financial services provided. However, fees billed by Independent Financial Group, LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

$2,764,918,695

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

Cynthia Couyoumjian Work History

Cynthia has 14 years of experience.

2010 - Present (9 years)

Independent Financial Group

2004 - 2010 (6 years)

First Allied Securities

Disclosures

Cynthia Couyoumjian has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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