Jeff
Boyd

Independent Financial Group, LLC

CRD#3262110
Investment Advisor
in San Diego, CA
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About this Advisor

Jeff Boyd is a certified financial planner whose office is in San Diego, California. Currently an advisor at Independent Financial Group, LLC, Boyd has 10 years of professional experience as an investment advisor. Boyd has Series 63 and Series 66 licenses, certifying the advisor as a securities broker. Boyd can serve clients in California and Texas. Over the course of their career, Boyd has held roles at First Allied Securities, Inc, Advanced Wealth Planning and Independent Financial Group, LLC. Independent Financial Group, LLC is located in San Diego, California, and operates out of 364 other offices in the nation. As a registered investment firm, Independent Financial Group, LLC oversees $3 billion in assets across 11,983 client accounts and retains more than 680 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. 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 advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Independent Financial Group, LLC offers 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, Series 66, Certified Financial Planner

Years of Experience

10 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

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

Jeff Boyd Work History

Jeff has 10 years of experience.

2011 - Present (8 years)

Independent Financial Group, LLC

2008 - 2011 (3 years)

First Allied Securities, Inc

2008 - 2009 (1 year)

Advanced Wealth Planning

Disclosures

Jeff Boyd has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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