John
Underwood

Independent Financial Group, LLC

CRD#7274992
Investment Advisor
in Henderson, NV

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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

Series 66

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

Office Location

1368 Paseo Verde Pkwy Ste. 100
Henderson, NV 89012

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$6,750,889,024

NV Average: $7,578,581,321
Total Number of Employees

626

NV Average: 43
Total Number of Accounts

30,369

NV Average: 3,727
Average Account Size

$222,295

NV Average: $2,033,427

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

2023 - Present (1 year)

Independent Financial Group, LLC

2023 - Present (1 year)

Cornerstone Wealth Management

2022 - 2023 (1 year)

Cambridge Investment Reserach, Inc

2020 - 2022 (2 years)

Raymond James Financial Services, Inc

2020 - 2022 (2 years)

Raymond James Financial Services Advisors, Inc

2020 - 2021 (1 year)

Ken Henderson

2016 - 2023 (7 years)

Flemings

2015 - 2016 (1 year)

Red Robin

2009 - 2015 (6 years)

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

Ryan Gorski
Santa Maria, CA
Yuehua Yuan
Rockville, MD
Kurt Kennedy
San Luis Obispo, CA
Yasser Ahmad
San Jose, CA
Bree Perea
Prescott, AZ
Grant Prescott
San Juan Capistrano, CA
Clifton Morton
San Diego, CA
Christopher Weber
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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