John
Underwood
Independent Financial Group, LLC
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About this Advisor
John Underwood is a financial advisor based in Henderson, Nevada, working with Independent Financial Group, LLC. John has previously held positions at Red Robin, Flemings, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Ken Henderson, Cambridge Investment Research, Inc, Independent Financial Group, LLC, and Cornerstone Wealth Management. John has passed the Series 66 regulatory exam and is registered to provide services in Nevada. Currently, John is part of Independent Financial Group, LLC, which operates out of Henderson, Nevada. 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
John Underwood Work History
Independent Financial Group, LLC
Cornerstone Wealth Management
Cambridge Investment Reserach, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Ken Henderson
Flemings
Red Robin
Red Robin
Disclosures
Please visit the SEC profile of John Underwood 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
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Alameda, CA
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San Diego, CA
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