Mark
Dwight

Independent Financial Group, LLC

CRD#4816377
Investment Advisor
in Roseburg, OR

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About this Advisor

Mark Dwight is a financial advisor who works in Roseburg, Oregon who has 6 years of relevant experience. Dwight works at Independent Financial Group, LLC. Their career trajectory has included roles at Lpl Financial LLC and Independent Financial Group. Dwight holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Oregon and Texas. Independent Financial Group, LLC is a business operating out of San Diego, CA. The investment advisory business has offices in 364 locations and a total of 697 financial advisors. It manages $6 billion in assets among its 27,435 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 48 charities and foundations. Of its 27,435 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm offers 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. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Independent Financial Group, LLC likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

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

2192 Ne Stephens Street
Roseburg, OR 97470

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$5,978,096,039

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

697

OR Average: 43
Total Number of Accounts

27,435

OR Average: 3,727
Average Account Size

$217,900

OR 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

Mark Dwight Work History

Mark has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Independent Financial Group

2009 - 2017 (8 years)

Lpl Financial LLC

*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 Mark Dwight 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

Deborah Hardy
Plymouth, MA
Troy Folk
Irvine, CA
Russell Sadler
San Diego, CA
Craig Rusch
Delafield, WI
Sean Oconnor
San Diego, CA
Brian Conrad
San Diego, CA
Antoinette Lobaito
Amarillo, TX
Constance Cook
Escondido, CA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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