Marcella
Harkness
Independent Financial Group, LLC
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About this Advisor
Marcella Harkness is a financial advisor based in San Diego, California, working with Independent Financial Group, LLC. Marcella has previously held positions at Hagerty Stewart & Associates LLC, Independent Financial Group Inc, and Capital Growth Investment Management Services. Marcella has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Marcella is part of Independent Financial Group, LLC, which operates out of San Diego, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Capital Growth Investment Management Services
Hagerty Stewart & Associates LLC
Independent Financial Group Inc
Disclosures
Please visit the SEC profile of Marcella Harkness 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
New Britain, CT
San Diego, CA
Cross Plains, WI
San Luis Obispo, CA
Guaynabo, PR
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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