Joseph
Leblanc

Independent Financial Group, LLC

CRD#2569112
Investment Advisor
in San Diego, CA
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About this Advisor

Joseph Leblanc is a certified financial planner whose office is in San Diego, California. Currently a registered financial advisor with Independent Financial Group, LLC, they have accrued 14 years of professional experience. Leblanc maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Leblanc is registered to advise clients in California. Over the course of their career, they have held roles at Independent Financial Group, LLC and Financial Designs Planning, Inc. Independent Financial Group, LLC is headquartered in San Diego, California, and operates out of 364 other locations throughout the nation. In total, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 accounts and employs more than 680 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 10,271 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC provides 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 65, Certified Financial Planner

Years of Experience

14 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

12531 High Bluff Drive #110
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

Joseph Leblanc Work History

Joseph has 14 years of experience.

2005 - 2010 (5 years)

Financial Designs Planning, Inc

2004 - Present (15 years)

Independent Financial Group, LLC

Disclosures

Joseph Leblanc has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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