John
Lee
Independent Financial Group, LLC
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About this Advisor
John Lee is a financial advisor based in Pleasanton, California, working with Independent Financial Group, LLC. John has previously held a position at Independent Financial Group, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, John is part of Independent Financial Group, LLC, which operates out of Pleasanton, 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
John Lee Work History
Independent Financial Group, LLC
Disclosures
Please visit the SEC profile of John Lee 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
San Diego, CA
San Luis Obispo, CA
San Diego, CA
San Diego, CA
Cross Plains, WI
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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