Mark
Diaddezio
Independent Financial Group, LLC
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About this Advisor
Mark Diaddezio is a financial advisor working in San Diego, California who has 9 years of relevant experience. Diaddezio is on the advisory team at Independent Financial Group, LLC. They have spent their whole career at Independent Financial Group, Llc. Diaddezio maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Independent Financial Group, LLC is a company headquartered in San Diego, CA. The company has offices in 364 locations and a total of 697 advisors. It oversees $6 billion in assets among its 27,435 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advisory services to 48 charitable organizations. Of its 27,435 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a broad range of services, including 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 vary depending on which services are provided. Fee types charged by Independent Financial Group, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$5,978,096,039
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
697
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
27,435
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$217,900
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
Mark Diaddezio Work History
Mark has been registered as a financial advisor for 9 years.*
H. Beck, 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 Mark Diaddezio 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
Plymouth, MA
Saint George, UT
Reno, NV
Tehachapi, CA
Amarillo, TX
San Diego, CA
Fayetteville, AR
Escondido, CA
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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