Independent Financial Group, LLC
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About this Advisor
Marcella Harkness is a certified financial planner who works out of San Diego, California, who has 15 years of work experience. Harkness currently works for Independent Financial Group, LLC. Their career trajectory has included roles at Hagerty Stewart & Associates LLC, Independent Financial Group Inc and Capital Growth Investment Management Services. Harkness holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Independent Financial Group, LLC is a company that has its headquarters in San Diego, California. The company has offices in 364 locations and a total of 680 advisors. It has $3 billion in assets across its 11,983 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 11,983 client accounts, just 5% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company 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. A financial advisor's fees largely are based on the type of services offered. Fee types charged by Independent Financial Group, LLC can 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
Marcella Harkness Work History
Marcella has 15 years of experience.
Capital Growth Investment Management Services
Hagerty Stewart & Associates LLC
Independent Financial Group Inc
Marcella Harkness has no disclosures.
Please visit their SEC profile for more details.