Ricky
Mahlum

Independent Financial Group, LLC

CRD#1351961
Investment Advisor
in San Diego, CA

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About this Advisor

Ricky Mahlum is a financial advisor who works out of San Diego, California with 8 years of industry experience. Mahlum is an employee of Independent Financial Group, LLC. They have spent all of their career at Independent Financial Group, Llc. Mahlum holds a Series 63 license, qualifying them as a securities broker, and is approved to advise clients in Minnesota. Independent Financial Group, LLC is a business that has its headquarters in San Diego, CA. The company has offices in 364 locations and a total of 697 financial advisors. It handles $6 billion in assets under management across its 27,435 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 48 charitable organizations. Of its 27,435 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Independent Financial Group, LLC offers 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. A financial advisor's fee schedules typically vary depending on which services are provided. Fee types charged by Independent Financial Group, LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years Registered*

8 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

Office Location

12671 High Bluff Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$5,978,096,039

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

697

CA Average: 43
Total Number of Accounts

27,435

CA Average: 3,727
Average Account Size

$217,900

CA Average: $2,033,427

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

Ricky Mahlum Work History

Ricky has been registered as a financial advisor for 8 years.*

2011 - Present (13 years)

Independent Financial Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ricky Mahlum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Group, LLC

Troy Folk
Irvine, CA
Brian Morton
San Diego, CA
Russell Sadler
San Diego, CA
Carl Riding
Saint George, UT
Antoinette Lobaito
Amarillo, TX
Brian Conrad
San Diego, CA
Constance Cook
Escondido, CA
Jason Gaunt
Reno, NV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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