James
Reopelle
Independent Financial Group, LLC
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About this Advisor
James Reopelle is a financial advisor based in San Diego, California, working with Independent Financial Group, LLC. James has previously held positions at Hornor, Townsend & Kent, Inc and Independent Financial Group. James has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, James is part of Independent Financial Group, LLC, which operates out of San Diego, 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 Reopelle Work History
Independent Financial Group
Hornor, Townsend & Kent, Inc
Disclosures
Please visit the SEC profile of James Reopelle 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
New Britain, CT
San Juan Capistrano, CA
Rockville, MD
Guaynabo, PR
San Diego, CA
San Diego, CA
San Luis Obispo, CA
San Jose, CA
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