Richard
Pearson

Independent Financial Group, LLC

CRD#1606204
Investment Advisor
in San Diego, CA
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About this Advisor

Richard Pearson is a chartered financial consultant who works in San Diego, California, with a total of 11 years of professional experience. Pearson is an employee of Independent Financial Group, LLC. During their career, the advisor has held roles at Lpl Financial LLC, Centaurus Financial, Inc, Next Financial Group, Inc, Proequities, Inc, Independent Financial Group, LLC, Western International Securities, Inc and Fsc Securities Corp. Pearson maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in California. Independent Financial Group, LLC is a registered investment business based out of San Diego, California. The firm has offices in 364 locations and a total of 680 financial advisors. It manages $3 billion in total assets among its 11,983 accounts, making it one of the largest firms in the country by assets under management. The firm serves 20 charities and foundations. Of its 11,983 client accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on the type of services provided. Fees charged by Independent Financial Group, LLC can consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, 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

Yes

Office Location

5452 Oberlin Dr. #106
San Diego, CA 92136

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

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

Richard Pearson Work History

Richard has 11 years of experience.

2018 - Present (1 year)

Independent Financial Group, LLC

2017 - 2018 (1 year)

Fsc Securities Corp

2016 - 2017 (1 year)

Western International Securities, Inc

2012 - 2016 (4 years)

Proequities, Inc

2011 - 2012 (1 year)

Lpl Financial LLC

2010 - 2011 (1 year)

Next Financial Group, Inc

2007 - 2010 (3 years)

Centaurus Financial, Inc

Disclosures

Richard Pearson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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