Deborah
Anzelc

Independent Financial Group, LLC

CRD#5015692
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner

Years of Experience

23 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

$2,764,918,695

CA Average: $7,578,581,321
Total Number of Employees

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

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

Deborah Anzelc Work History

Deborah has 23 years of experience.

2015 - 2015 (0 years)

Metlife Securities

2015 - Present (4 years)

Independent Financial Group

2010 - 2015 (5 years)

American Portfolios Financial Services

2008 - 2015 (7 years)

Penn Mutual Life Ins Co

2008 - 2010 (2 years)

Hornor Townsend And Kent, Inc

1995 - Present (24 years)

Anzelc & Associates, Inc

Disclosures

Deborah Anzelc has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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