Michael
Moss
Independent Financial Group, LLC
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About this Advisor
Michael Moss is a financial advisor working in Reno, Nevada with a total of 8 years of industry experience. Moss currently works for Independent Financial Group, LLC. Moss has gained experience at First Allied Securities, First Allied Advisory Services, Inc and Independent Financial Group. Moss holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Nevada and Texas. Independent Financial Group, LLC is a registered investment company that has its headquarters in San Diego, CA. The firm has offices in 364 locations and a total of 697 employees. It manages $6 billion in assets among its 27,435 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 48 charitable organizations. Of its 27,435 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which service is provided. Fee types billed by Independent Financial Group, LLC most likely consist of some 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
Michael Moss Work History
Michael has been registered as a financial advisor for 8 years.*
Independent Financial Group
First Allied Advisory Services, Inc
First Allied Securities
*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 Michael Moss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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