David
Albin
Independent Financial Group, LLC
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About this Advisor
David Albin is a financial advisor based in San Diego, California, working with Independent Financial Group, LLC. David has previously held positions at First Allied Securities, Inc, Tower Square Investment Management LLC, Girard Securities, Inc, Vsr Financial Services, Inc, Cetera Advisor Networks LLC, First Allied Advisory Services, Inc, Cetera Investment Services LLC, Summit Brokerage Services, Inc, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Prime Trust, Independent Financial Group, LLC, and Rkd3 LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, David is part of Independent Financial Group, LLC, which operates out of San Diego, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
David Albin Work History
Rkd3 LLC
Independent Financial Group, LLC
Prime Trust
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Investment Services LLC
Summit Brokerage Services, Inc
Cetera Advisor Networks LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Summit Brokerage Services, Inc
Girard Securities, Inc
Vsr Financial Services, Inc
Cetera Advisor Networks LLC
Tower Square Investment Management LLC
First Allied Securities, Inc
First Allied Advisory Services, Inc
Disclosures
Please visit the SEC profile of David Albin 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
San Luis Obispo, CA
Alameda, CA
San Diego, CA
Cross Plains, WI
San Diego, CA
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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