Frank
Wong
Independent Financial Group, LLC
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About this Advisor
Frank Wong is a certified financial planner who is based out of San Diego, California. Currently a registered financial advisor with Independent Financial Group, LLC, Wong has an impressive 26 years of work experience as a financial advisor. Wong holds a Series 63 license, certifying them as a securities representative. Wong can act as an advisor based out of New Jersey and Texas. Their career trajectory has included roles at National Planning Corporation, Mml Investors Services, Inc, Independent Financial Group, LLC and F3Logic, LLC. Independent Financial Group, LLC is headquartered in San Diego, California, and operates out of 364 offices throughout the United States. As an advisor firm, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 accounts and employs more than 680 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. 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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Independent Financial Group, LLC Brokerage Details
$2,764,918,695
680
11,983
$230,737
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Answer a few questions to get a personalized match.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
Frank Wong Work History
Frank has 26 years of experience.
Independent Financial Group, LLC
F3Logic, LLC
National Planning Corporation
Mml Investors Services, Inc
Disclosures
Frank Wong has disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.