Damon
Friedman

Independent Financial Group, LLC

CRD#4136021
Investment Advisor
in San Diego, CA
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About this Advisor

Damon Friedman is a certified financial planner who works in San Diego, California, with 18 years of financial industry experience. Friedman is on the advisory team at Independent Financial Group, LLC. During their career, the advisor has held roles at Taylor Financial Services, Nfp Securities, Inc and Independent Financial Group. Friedman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Independent Financial Group, LLC is a company that has its headquarters in San Diego, California. The company has offices in 364 locations and a total of 680 financial advisors. It manages $3 billion in total assets among its 11,983 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 20 charities and foundations. Of its 11,983 accounts, just 5% are held by high-net-worth clients who have at least $1 million in assets. Independent Financial Group, LLC performs a wide assortment 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 charged by financial advisors depend on which services the firm provides the client. However, fees billed by Independent Financial Group, LLC most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

18 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

No

Office Location

12671 High Bluff Dr Ste 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

Damon Friedman Work History

Damon has 18 years of experience.

2016 - Present (3 years)

Independent Financial Group

2011 - 2016 (5 years)

Nfp Securities, Inc

2000 - 2016 (16 years)

Taylor Financial Services

Disclosures

Damon Friedman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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