Independent Financial Group, LLC
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About this Advisor
Gregory Lohmer is a financial advisor whose office is in San Diego, California. Currently a registered financial advisor with Independent Financial Group, LLC, they have accumulated an impressive 30 years of work experience in the financial advisory industry. Lohmer holds a Series 63 license, certifying the advisor as a securities representative. Lohmer is able to serve customers based out of Minnesota and Texas. Their career trajectory has included roles at Premier Planning Associates, Qa3 Financial Corp, Broker'S Choice, Securities Monitoring Group, LLC, Independent Financial Group, Dougjertu Associates Financial Advisors, Advisornet and Dougherty & Associates Financial Advisors, Inc. Independent Financial Group, LLC is located in San Diego, California, and has 364 brick-and-mortar locations in the country. In aggregate, Independent Financial Group, LLC manages $3 billion in assets throughout 11,983 client accounts and employs more than 680 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Independent Financial Group, LLC can provide 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
Gregory Lohmer Work History
Gregory has 30 years of experience.
Dougherty & Associates Financial Advisors, Inc
Independent Financial Group
Qa3 Financial Corp
Securities Monitoring Group, LLC
Dougjertu Associates Financial Advisors
Premier Planning Associates
Gregory Lohmer has no disclosures.
Please visit their SEC profile for more details.