Lauren
Estes

Independent Financial Group, LLC

CRD#5777914
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner

Years of Experience

10 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 Suite 200
San Diego, CA 92130

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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

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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.

2013 - Present (6 years)

Independent Financial Group

2013 - 2013 (< 1 year)

Ameriprise Financial Services Inc

2010 - 2012 (2 years)

Fish And Associates Financial Services

2010 - 2012 (2 years)

Nfp Securities Inc

2009 - 2010 (1 year)

Farris Bobango Branan Plc

2008 - 2009 (1 year)

Td Capital Management LLC

Disclosures

Lauren Estes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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