Independent Financial Group, LLC
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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
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
Kirk Walton Work History
Kirk has 15 years of experience.
Independent Financial Group LLC
Eagle Financial Advisors, LLC
Kirk Walton has disclosures.
Please visit their SEC profile for more details.