Independent Financial Group, LLC
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About this Advisor
Deborah Anzelc is a certified financial planner based out of San Diego, California, with 23 years of financial industry experience. Anzelc currently works for Independent Financial Group, LLC. Anzelc has gained experience at Anzelc & Associates, Inc, Penn Mutual Life Ins Co, Hornor Townsend And Kent, Inc, American Portfolios Financial Services, Metlife Securities and Independent Financial Group. Anzelc maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. Independent Financial Group, LLC is a financial advisory business based out of San Diego, California. The company has offices in 364 locations and a total of 680 people on staff. It handles $3 billion in total assets among 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 charities and foundations. Of its 11,983 customer accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Independent Financial Group, LLC performs a number 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 typically are based on which service is offered. Fees billed by Independent Financial Group, LLC may include 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
Deborah Anzelc Work History
Deborah has 23 years of experience.
Independent Financial Group
American Portfolios Financial Services
Penn Mutual Life Ins Co
Hornor Townsend And Kent, Inc
Anzelc & Associates, Inc
Deborah Anzelc has no disclosures.
Please visit their SEC profile for more details.