Michael
Watson

Independent Financial Group, LLC

CRD#4932054
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12671 High Bluff Dr Ste 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

CA Average: $7,578,581,321
Total Number of Employees

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

CA Average: $2,033,427

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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.

2015 - Present (4 years)

Independent Finanvcial Group, LLC

2007 - 2015 (8 years)

Linsco/Private Ledger Corp

Disclosures

Michael Watson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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