James
Dillon

Independent Financial Group, LLC

CRD#5161877
Investment Advisor
in Sacramento, CA
Are you James Dillon? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Dillon is a certified financial planner and chartered financial consultant who works in Sacramento, California, who has been in the advisory business for 26 years. Dillon is an advisor for Independent Financial Group, LLC. Over the course of their career, they have held roles at Blue Cross Blue Shield, Montessori Manor, Inc, California Choice, Transamerica Financial Advisors, Transamerica Financial Advisors, Inc and Independent Financial Group, LLC. Dillon has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Independent Financial Group, LLC is a registered investment business that has its headquarters in Sacramento, California. The company has offices in 364 locations and a total of 680 people on staff. It administers $3 billion in total assets across its 11,983 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 11,983 accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a broad assortment of services, including 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 largely vary depending on which services are provided. Fee types charged by Independent Financial Group, LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

26 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

Yes

Office Location

9700 Business Park Dr Ste 204
Sacramento, CA 95827

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

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

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

James has 26 years of experience.

2016 - Present (3 years)

Independent Financial Group, LLC

2009 - 2016 (7 years)

Transamerica Financial Advisors, Inc

2008 - 2016 (8 years)

California Choice

2008 - 2009 (1 years)

Transamerica Financial Advisors

2006 - 2016 (10 years)

Blue Cross Blue Shield

1992 - Present (27 years)

Montessori Manor, Inc

Disclosures

James Dillon has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started