Deepen
Modi
Independent Financial Group, LLC
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About this Advisor
Deepen Modi is a financial advisor based in Glenview, Illinois, working with Independent Financial Group, LLC. Deepen has previously held positions at First Midwest Securities, Inc and Independent Financial Group. Deepen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Deepen is part of Independent Financial Group, LLC, which operates out of Glenview, Illinois. 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
Deepen Modi Work History
Independent Financial Group
First Midwest Securities, Inc
Disclosures
Please visit the SEC profile of Deepen Modi 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 Juan Capistrano, CA
San Diego, CA
Santa Maria, CA
San Diego, CA
San Luis Obispo, CA
San Diego, CA
San Diego, CA
San Diego, CA
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