Independent Financial Group, LLC
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About this Advisor
Morrie Reiff is a certified financial planner in San Diego, California. Currently a registered investment advisor at Independent Financial Group, LLC, Reiff has a notable 40 years of professional experience. Reiff has a Series 63 license, designating them as a securities agent. Reiff is registered to advise clients based out of California. Over the course of their career, they have held roles at Brickman, Reiff & Associates, Planned Asset Management, LLC, Accountants Financial Alliance, Inc, Afa Financial Group, LLC, Quantitative Strategies Inc, Afa Advisor Services, LLC, Afa Insurance Services, Inc, Afa Holdings, LLC and Independent Financial Group. Independent Financial Group, LLC is located in San Diego, California, and has 364 additional offices across the country. As a registered advisory firm, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 accounts and employs more than 680 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Independent Financial Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients 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
Morrie Reiff Work History
Morrie has 40 years of experience.
Independent Financial Group
Afa Insurance Services, Inc
Quantitative Strategies Inc
Planned Asset Management, LLC
Brickman, Reiff & Associates
Afa Financial Group, LLC
Afa Advisor Services, LLC
Accountants Financial Alliance, Inc
Morrie Reiff has disclosures.
Please visit their SEC profile for more details.