Independent Financial Group, LLC
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About this Advisor
Patricia Smale is a certified financial planner and chartered financial analyst operating out of San Diego, California, who has been in the financial industry for 17 years. Smale is on the advisory team at Independent Financial Group, LLC. Their career trajectory has included roles at Independent Financial Group, Capital Growth, Inc and Capital Growth Investment Management Services. Smale holds a Series 63 license, certifying them as a securities representative, and is approved to operate in California and Texas. Independent Financial Group, LLC is a firm operating in San Diego, California. The firm has offices in 364 locations and a total of 680 employees. It administers $3 billion in assets under management among its 11,983 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 11,983 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business provides 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Independent Financial Group, LLC most likely are 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
Patricia Smale Work History
Patricia has 17 years of experience.
Independent Financial Group
Capital Growth, Inc
Capital Growth Investment Management Services
Patricia Smale has no disclosures.
Please visit their SEC profile for more details.