Independent Financial Group, LLC
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About this Advisor
Jerry Tuma is a certified financial planner who is based in San Diego, California. Currently a registered advisor at Independent Financial Group, LLC, they have accrued an impressive 35 years of professional experience as a registered advisor. Tuma maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Tuma can advise customers based out of Texas. The advisor has gained experience at Aig Financial Advisors, Inc, Cornerstone Financial Services, Inc, Cambridge Legacy Securities, LLC and Independent Financial Group. Independent Financial Group, LLC is located in San Diego, California, and operates out of 364 locations across the nation. In aggregate, Independent Financial Group, LLC manages $3 billion in assets dispersed across 11,983 client accounts and retains more than 680 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. 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's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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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
Jerry Tuma Work History
Jerry has 35 years of experience.
Independent Financial Group
Independent Financial Group
Cambridge Legacy Securities, LLC
Aig Financial Advisors, Inc
Cornerstone Financial Services, Inc
Jerry Tuma has disclosures.
Please visit their SEC profile for more details.