Independent Financial Group, LLC
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About this Advisor
Edwin Mcclure is a certified financial planner in San Diego, California. Currently an investment advisor at Independent Financial Group, LLC, Mcclure has 15 years of practice as a registered investment advisor. Mcclure holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mcclure is able to advise investors based out of California and Texas. Throughout their career, Mcclure has worked at Lpl Financial, LLC and Independent Financial Group. Independent Financial Group, LLC is located in San Diego, California, and operates out of 364 additional locations in the country. Overall, Independent Financial Group, LLC manages $3 billion in assets dispersed across 11,983 accounts and retains more than 680 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in assets. Independent Financial Group, LLC offers 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
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
Edwin Mcclure Work History
Edwin has 15 years of experience.
Independent Financial Group
Lpl Financial, LLC
Edwin Mcclure has disclosures.
Please visit their SEC profile for more details.