Independent Financial Group, LLC
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About this Advisor
Lauren Estes is a certified financial planner working in San Diego, California, who has 10 years of work experience. Estes works at Independent Financial Group, LLC. Over the course of their career, they have held roles at Fish And Associates Financial Services, Farris Bobango Branan Plc, Td Capital Management LLC, Nfp Securities Inc, Ameriprise Financial Services Inc and Independent Financial Group. Estes has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Tennessee. Independent Financial Group, LLC is an advisory business that has its headquarters in San Diego, California. The firm has offices in 364 locations and a total of 680 employees. It manages $3 billion in assets among its 11,983 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 11,983 customer accounts, just 5% are associated with high-net-worth investors who have more than $1 million in investable assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which service is provided. However, fees billed by Independent Financial Group, LLC most likely consist of 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
Lauren Estes Work History
Lauren has 10 years of experience.
Independent Financial Group
Ameriprise Financial Services Inc
Fish And Associates Financial Services
Nfp Securities Inc
Farris Bobango Branan Plc
Td Capital Management LLC
Lauren Estes has no disclosures.
Please visit their SEC profile for more details.