Xavier
Ray

Independent Financial Group, LLC

CRD#1991464
Investment Advisor
in Los Angeles, CA
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About this Advisor

Xavier Ray is a certified financial planner whose office is in Los Angeles, California. Currently a registered investment advisor at Independent Financial Group, LLC, they have accrued 12 years of work experience in the financial advisory industry. Ray holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Ray can work with clients in California and Texas. During their career, Ray has held roles at Retirement Investment Solutions, Questar Capital Corporation, Questar Asset Management and Independent Financial Group. Independent Financial Group, LLC is headquartered in Los Angeles, California, and operates out of 364 other offices in the nation. As a registered advisory firm, Independent Financial Group, LLC oversees $3 billion in assets throughout 11,983 client accounts and employs more than 680 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Independent Financial Group, LLC offers 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 65, Certified Financial Planner

Years of Experience

12 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

Yes

Office Location

5820 Wilshire Blvd Suite 302
Los Angeles, CA 90036

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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

Xavier Ray Work History

Xavier has 12 years of experience.

2015 - Present (4 years)

Independent Financial Group

2008 - 2015 (7 years)

Questar Capital Corporation

2008 - 2015 (7 years)

Questar Asset Management

2006 - 2015 (9 years)

Retirement Investment Solutions

Disclosures

Xavier Ray has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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