John
Lord

Independent Financial Group, LLC

CRD#3098231
Investment Advisor
in San Diego, CA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 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

No

Office Location

12671 High Bluff Dr Ste 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

CA Average: $7,578,581,321
Total Number of Employees

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

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

John Lord Work History

John has 17 years of experience.

2013 - Present (6 years)

Independent Financial Group

2001 - 2013 (12 years)

Hornor Townsend & Kent Inc

2001 - 2013 (12 years)

Penn Mutual Life Ins Co

Disclosures

John Lord has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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