Independent Financial Group, LLC
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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
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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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.
Independent Financial Group
First Allied Securities
Cynthia Couyoumjian has disclosures.
Please visit their SEC profile for more details.