James
Dillon
Independent Financial Group, LLC
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About this Advisor
James Dillon is a financial advisor based in Sacramento, California, working with Independent Financial Group, LLC. James has previously held positions at Blue Cross Blue Shield, Montessori Manor, Inc, California Choice, Transamerica Financial Advisors, Inc, and Independent Financial Group, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, James is part of Independent Financial Group, LLC, which operates out of Sacramento, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
James Dillon Work History
Independent Financial Group, LLC
Montessori Manor, Inc
Transamerica Financial Advisors, Inc
California Choice
Blue Cross Blue Shield
Disclosures
Please visit the SEC profile of James Dillon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Group, LLC
Washington, UT
San Diego, CA
San Luis Obispo, CA
San Diego, CA
Hartford, CT
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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