Dennis
Lindeman

Independent Financial Group, LLC

CRD#2009423
Investment Advisor
in San Diego, CA
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About this Advisor

Dennis Lindeman is a certified financial planner whose office is in San Diego, California. Currently an advisor at Independent Financial Group, LLC, they have gathered 11 years of professional experience. Lindeman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Lindeman is able to advise customers in California. Lindeman has worked their whole career at Independent Financial Group, LLC. Independent Financial Group, LLC is headquartered in San Diego, California, and operates out of 364 other locations in the United States. As an advisory firm, Independent Financial Group, LLC oversees $3 billion in assets across 11,983 accounts and retains more than 680 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Independent Financial Group, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 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

Yes

Office Location

12671 High Bluff Drive Suite 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

Dennis Lindeman Work History

Dennis has 11 years of experience.

2007 - Present (12 years)

Independent Financial Group

Disclosures

Dennis Lindeman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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