Yasser
Ahmad
Independent Financial Group, LLC
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About this Advisor
Yasser Ahmad is a financial advisor based in San Jose, California, working with Independent Financial Group, LLC. Yasser has previously held positions at Direct Lending Investments, LLC, Independent Financial Group, and Growth Capital Services. Yasser has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Yasser is part of Independent Financial Group, LLC, which operates out of San Jose, California. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Yasser Ahmad Work History
Independent Financial Group
Growth Capital Services
Direct Lending Investments, LLC
Disclosures
Please visit the SEC profile of Yasser Ahmad 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
New Britain, CT
Guaynabo, PR
San Diego, CA
San Luis Obispo, CA
San Diego, CA
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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