Daniel
Meehan
Independent Financial Group, LLC
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About this Advisor
Daniel Meehan is a financial advisor working out of San Diego, California with a total of 1 year of relevant experience. Meehan is currently employed by Independent Financial Group, LLC. Over the course of their career, they have held roles at Kalos Capital, Arkadios Capital, Arkadios Wealth Advisors, Independent Financial Group, LLC and Silver Birch Associates. Meehan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California. Independent Financial Group, LLC is an advisory business operating out of San Diego, CA. The company has offices in 364 locations and a total of 697 financial advisors. It controls $6 billion in assets among its 27,435 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 48 charities and foundations. Of its 27,435 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a number of services, such as 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 advisory services are based on which service is offered. Fee types billed by Independent Financial Group, LLC most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$5,978,096,039
697
27,435
$217,900
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
Daniel Meehan Work History
Daniel has been registered as a financial advisor for 1 years.*
Independent Financial Group, LLC
Silver Birch Associates
Arkadios Capital
Arkadios Wealth Advisors
Kalos Capital
*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 Daniel Meehan 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
San Diego, CA
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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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