Mackenzie
Martin
Independent Financial Group, LLC
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About this Advisor
Mackenzie Martin is a financial advisor who works out of Lake Oswego, Oregon, who has 13 years of industry experience. Martin is an employee of Independent Financial Group, LLC. During their career, the advisor has held roles at Independent Financial Group and Mccoy Foat Wealth Management Group. Martin has Series 65, Series 66 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon and Texas. Independent Financial Group, LLC is an advisory business headquartered in San Diego, CA. The firm has offices in 364 locations and a total of 697 people on staff. It has $6 billion in assets under management between its 27,435 customer accounts, placing it among the largest investment advisory firms in the country 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 individuals who have at least $1 million in assets available to invest. The advisory firm offers a diverse set 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. Fees charged by financial advisors usually vary depending on the services provided. However, fees billed by Independent Financial Group, LLC most likely include 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
Mackenzie Martin Work History
Mackenzie has been registered as a financial advisor for 13 years.*
Independent Financial Group
Mccoy Foat Wealth Management Group
*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 Mackenzie Martin 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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Escondido, CA
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San Diego, CA
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Amarillo, TX
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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