Shunsuke
Fukushi

Independent Financial Group, LLC

CRD#4933092
Investment Advisor
in San Diego, CA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

$2,764,918,695

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

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

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

Shunsuke Fukushi Work History

Shunsuke has 14 years of experience.

2018 - Present (1 years)

Independent Financial Group

2005 - 2018 (13 years)

Centaurus Financial,Inc

2004 - Present (15 years)

Mark Geschwind & Assoc

Disclosures

Shunsuke Fukushi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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