Independent Financial Group, LLC
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About this Advisor
Loren Grabau is a financial advisor who works in Santa Maria, California with a total of 4 years of industry experience. Grabau is an employee of Independent Financial Group, LLC. Over the course of their career, Grabau has held roles at Roger A Soape, Independent Financial Group and X Advisors, LLC. Grabau maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Colorado and Texas. Independent Financial Group, LLC is a registered investment business operating out of San Diego, CA. It has offices in 364 locations and a total of 697 employees. It oversees $6 billion in assets under management between its 27,435 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 48 charitable organizations. Of its 27,435 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has 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. Financial management fees vary depending on which services are provided. However, fee types billed by Independent Financial Group, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Independent Financial Group, LLC Brokerage Details
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
Loren Grabau Work History
Loren has been registered as a financial advisor for 4 years.*
X Advisors, LLC
Independent Financial Group
Roger A Soape
Roger A Soape
*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.
Please visit the SEC profile of Loren Grabau 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
San Diego, CA
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San Diego, CA
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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 email@example.com.
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