Independent Financial Group, LLC
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About this Advisor
John Lord is a certified financial planner who works in San Diego, California. Currently an advisor at Independent Financial Group, LLC, they have accumulated 17 years of work experience in the financial advisory industry. Lord holds Series 63 and Series 66 licenses, certifying them as a securities agent. Lord can work with customers based out of California. Over the course of their career, they have held roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co and Independent Financial Group. Independent Financial Group, LLC is based out of San Diego, California, and operates out of 364 additional brick-and-mortar locations in the country. In total, Independent Financial Group, LLC manages $3 billion in assets across 11,983 accounts and employs more than 680 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. 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 advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Independent Financial Group, LLC can provide 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
John Lord Work History
John has 17 years of experience.
Independent Financial Group
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
John Lord has no disclosures.
Please visit their SEC profile for more details.