Gene
De Young

Independent Financial Group, LLC

CRD#4338926
Investment Advisor
in Arcadia, CA
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About this Advisor

Gene De Young is a financial advisor operating in Arcadia, California, who has been in the advisory business for 10 years. De Young is an employee of Independent Financial Group, LLC. Throughout their career, they have worked at Girard Securities, Inc, Independent Financial Group and Cetera Advisor Networks LLC. De Young has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in California and Texas. Independent Financial Group, LLC is a financial advisory business operating in Arcadia, California. The company has offices in 364 locations and a total of 680 financial advisors. It administers $3 billion in total assets across its 11,983 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 20 charitable organizations. Of its 11,983 client accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by Independent Financial Group, LLC can include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

255 E. Santa Clara St. Ste. 300
Arcadia, CA 91006

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

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

Gene De Young Work History

Gene has 10 years of experience.

2018 - Present (1 year)

Independent Financial Group

2017 - 2018 (1 year)

Cetera Advisor Networks LLC

2008 - 2017 (9 years)

Girard Securities, Inc

Disclosures

Gene De Young has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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