Troy
Pearson

Independent Financial Group, LLC

CRD#2413897
Investment Advisor
in San Diego, CA

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About this Advisor

Troy Pearson is a financial advisor based out of San Diego, California who has 9 years of relevant experience. Pearson is an advisor for Independent Financial Group, LLC. They have worked at Independent Financial Group, Llc for their entire career. Pearson has Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in California. Independent Financial Group, LLC is a financial advisory firm operating out of San Diego, CA. It has offices in 364 locations and a total of 697 employees. It administers $6 billion in assets under management between its 27,435 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 48 charities and foundations. Of its 27,435 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable 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. Fees for financial advice largely vary depending on which services are offered. Fees billed by Independent Financial Group, LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 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 Dr Ste 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

Troy Pearson Work History

Troy has been registered as a financial advisor for 9 years.*

2004 - Present (20 years)

Independent Financial Group, LLC

*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 Troy Pearson 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

Roger Smith
San Diego, CA
Sean Oconnor
San Diego, CA
Craig Rusch
Delafield, WI
Maica Walker
Houston, TX
Antoinette Lobaito
Amarillo, TX
Brian Conrad
San Diego, CA
Carl Riding
Saint George, UT
Matthew Mundy
Chandler, AZ

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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