Independent Financial Group, LLC
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About this Advisor
Shunsuke Fukushi is a certified financial planner operating in San Diego, California, who has been in the industry for 14 years. Fukushi is an advisor for Independent Financial Group, LLC. Their career trajectory has included roles at Mark Geschwind & Assoc, Centaurus Financial, Inc and Independent Financial Group. Fukushi maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California. Independent Financial Group, LLC is a registered investment firm operating in San Diego, California. The firm has offices in 364 locations and a total of 680 financial advisors. It handles $3 billion in assets under management among its 11,983 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 11,983 customer accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. Independent Financial Group, LLC provides a broad set 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 typically vary depending on which services are offered. However, fees charged by Independent Financial Group, LLC can consist of some combination 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
Shunsuke Fukushi Work History
Shunsuke has 14 years of experience.
Independent Financial Group
Mark Geschwind & Assoc
Shunsuke Fukushi has no disclosures.
Please visit their SEC profile for more details.