David
Albin

Independent Financial Group, LLC

CRD#5715352
Investment Advisor
in San Diego, CA

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About this Advisor

David Albin is a financial advisor who works in San Diego, California who has 1 year of relevant experience. Albin is currently employed by Independent Financial Group, LLC. Their career trajectory has included roles at Td Ameritrade Institutional, 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 and Independent Financial Group, LLC. Albin maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can serve investors in California. Independent Financial Group, LLC is a registered investment business that has its headquarters in San Diego, CA. It has offices in 364 locations and a total of 697 advisors. It manages $6 billion in assets between its 27,435 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 48 charitable organizations. Of its 27,435 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory 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. A financial advisor's fees usually vary depending on the financial services offered. However, fees billed by Independent Financial Group, LLC can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

12671 High Bluff Dr Ste 200
San Diego, CA 92130

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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

David Albin Work History

David has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Independent Financial Group, LLC

2021 - 2022 (1 year)

Prime Trust

2020 - 2021 (1 year)

Cetera Investment Advisers LLC

2018 - 2021 (3 years)

Cetera Advisors LLC

2018 - 2021 (3 years)

Cetera Financial Specialists LLC

2017 - 2021 (4 years)

Cetera Investment Services LLC

2017 - 2017 (< 1 year)

Summit Brokerage Services, Inc

2017 - 2021 (4 years)

Cetera Advisor Networks LLC

2017 - 2020 (3 years)

First Allied Advisory Services, Inc

2017 - 2021 (4 years)

First Allied Securities, Inc

2017 - 2021 (4 years)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Girard Securities, Inc

2016 - 2016 (< 1 year)

Vsr Financial Services, Inc

2016 - 2017 (1 year)

Cetera Advisor Networks LLC

2015 - 2017 (2 years)

Tower Square Investment Management LLC

2013 - 2017 (4 years)

First Allied Securities, Inc

2013 - 2017 (4 years)

First Allied Advisory Services, Inc

2010 - 2013 (3 years)

Td Ameritrade Institutional

*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 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

Carl Riding
Saint George, UT
Brian Morton
San Diego, CA
Jason Gaunt
Reno, NV
Craig Rusch
Delafield, WI
Antoinette Lobaito
Amarillo, TX
Jason Segawa
San Diego, CA
Constance Cook
Escondido, CA
Brian Conrad
San Diego, 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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