Scott
Dickerson

Independent Financial Group, LLC

CRD#1816251
Investment Advisor
in San Diego, CA
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About this Advisor

Scott Dickerson is a certified financial planner and chartered financial consultant whose office is in San Diego, California. Currently a registered financial advisor with Independent Financial Group, LLC, they have gathered 13 years of professional experience. Dickerson holds Series 63 and Series 66 licenses, designating them as a securities agent. Dickerson can serve investors based out of California and Texas. Throughout their career, they have worked at Capital Growth Investment Management Services and Independent Financial Group, LLC. Independent Financial Group, LLC is based out of San Diego, California, and has 364 other offices across the United States. As a company, Independent Financial Group, LLC manages $3 billion in assets across 11,983 accounts and employs more than 680 people. The amount of assets the firm manages places it among the largest firms in the United States. 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 investors are high-net-worth individuals, meaning they have more than $1 million in 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

Series 63, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 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 Drive Suite 200
San Diego, CA 92130

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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

Scott Dickerson Work History

Scott has 13 years of experience.

2010 - Present (9 years)

Capital Growth Investment Management Services

2005 - Present (14 years)

Independent Financial Group, LLC

Disclosures

Scott Dickerson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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