Lewis
Perkins

Independent Financial Group, LLC

CRD#847246
Investment Advisor
in Hermosa Beach, CA

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About this Advisor

Lewis Perkins is a certified financial planner operating out of Hermosa Beach, California with a total of 15 years of industry experience. Perkins is an employee of Independent Financial Group, LLC. Their career trajectory has included roles at Independent Financial Group and Comprehensive Financial Solutions Inc. Perkins maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in California. Independent Financial Group, LLC is a financial advisory firm based out of San Diego, CA. The investment advisory business has offices in 364 locations and a total of 697 financial advisors. It handles $6 billion in assets under management among its 27,435 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 48 charities and foundations. Of its 27,435 accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. The firm offers a broad set 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 for financial management typically depend on which service is offered. Fees billed by Independent Financial Group, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

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

Office Location

1102 Aviation Blvd #B
Hermosa Beach, CA 90254

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$5,978,096,039

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

697

CA Average: 43
Total Number of Accounts

27,435

CA Average: 3,727
Average Account Size

$217,900

CA Average: $2,033,427

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

Lewis Perkins Work History

Lewis has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Independent Financial Group

2007 - Present (17 years)

Comprehensive Financial Solutions Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lewis Perkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Group, LLC

Kerry Schmitz
Buffalo, MN
Hui Zhang
San Gabriel, CA
Troy Folk
Irvine, CA
Christopher Wellman
San Diego, CA
Antoinette Lobaito
Amarillo, TX
Brian Conrad
San Diego, CA
Lance Patton
Tehachapi, CA
Carl Riding
Saint George, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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