Sergio
Fernandez

Independent Financial Group, LLC

CRD#5069631
Investment Advisor
in San Diego, CA
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About this Advisor

Sergio Fernandez is a certified financial planner working out of San Diego, California, who has been in the financial industry for 11 years. Fernandez works at Independent Financial Group, LLC. Their career trajectory has included roles at Linsco Private Ledger and Independent Financial Group, LLC. Fernandez has a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in California and Texas. Independent Financial Group, LLC is a firm based out of San Diego, California. It has offices in 364 locations and a total of 680 people on staff. It administers $3 billion in total assets among its 11,983 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 20 charities and foundations. Of its 11,983 customer accounts, just 5% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm 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. Fees for financial advice typically vary depending on which service is offered. However, fee types billed by Independent Financial Group, LLC can be comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

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

No

Office Location

12671 High Bluff Dr Ste 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

Sergio Fernandez Work History

Sergio has 11 years of experience.

2016 - Present (3 years)

Independent Financial Group, LLC

2007 - 2016 (9 years)

Linsco Private Ledger

Disclosures

Sergio Fernandez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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