Kirk
Walton

Independent Financial Group, LLC

CRD#3091642
Investment Advisor
in San Diego, CA
Are you Kirk Walton? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kirk Walton is a certified financial planner in San Diego, California. Currently an advisor at Independent Financial Group, LLC, they have accumulated 15 years of practice as an investment advisor. Walton has Series 63 and Series 66 licenses, designating the advisor as a securities representative. Walton is able to serve clients in Idaho. During their career, the advisor has held roles at Eagle Financial Advisors, LLC and Independent Financial Group LLC. Independent Financial Group, LLC is headquartered in San Diego, California, and has 364 additional locations across the country. As an advisory firm, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 accounts and employs more than 680 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. 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 investment firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. 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

15 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

12671 High Bluff Drive Suite 200
San Diego, CA 92130

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Kirk Walton Work History

Kirk has 15 years of experience.

2011 - Present (8 years)

Independent Financial Group LLC

2003 - Present (16 years)

Eagle Financial Advisors, LLC

Disclosures

Kirk Walton has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started