Independent Financial Group, LLC
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About this Advisor
Michael Watson is a certified financial planner and chartered financial consultant working in San Diego, California, who has been in the financial industry for 11 years. Watson is an employee of Independent Financial Group, LLC. Over the course of their career, Watson has held roles at Linsco/Private Ledger Corp and Independent Finanvcial Group, LLC. Watson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Independent Financial Group, LLC is a registered investment firm based out of San Diego, California. The firm has offices in 364 locations and a total of 680 employees. It has $3 billion in assets between its 11,983 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 11,983 client accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a number 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. A financial advisor's fees depend on the financial services. Fees charged by Independent Financial Group, LLC can be comprised of 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
Michael Watson Work History
Michael has 11 years of experience.
Independent Finanvcial Group, LLC
Linsco/Private Ledger Corp
Michael Watson has no disclosures.
Please visit their SEC profile for more details.