Gregory
Lohmer

Independent Financial Group, LLC

CRD#846813
Investment Advisor
in San Diego, CA
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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

Series 63, Chartered Financial Consultant

Years of Experience

30 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

12671 High Bluff Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

Gregory Lohmer Work History

Gregory has 30 years of experience.

2018 - Present (1 years)

Dougherty & Associates Financial Advisors, Inc

2017 - Present (2 years)

Advisornet

2011 - Present (8 years)

Independent Financial Group

2001 - 2011 (10 years)

Qa3 Financial Corp

2001 - 2011 (10 years)

Securities Monitoring Group, LLC

2001 - 2011 (10 years)

Dougjertu Associates Financial Advisors

1996 - 2017 (21 years)

Broker'S Choice

1988 - Present (31 years)

Premier Planning Associates

Disclosures

Gregory Lohmer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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