Mary
Horn

Independent Financial Group, LLC

CRD#6142349
Investment Advisor
in La Grande, OR

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About this Advisor

Mary Horn is a financial advisor who works in La Grande, Oregon, who has 3 years of industry experience. Horn is an employee of Independent Financial Group, LLC. Their career trajectory has included roles at Edward Jones and Independent Financial Group. Horn maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Oregon. Independent Financial Group, LLC is a business headquartered in San Diego, CA. The investment advisory business has offices in 364 locations and a total of 697 employees. It administers $6 billion in assets between its 27,435 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 48 charitable organizations. Of its 27,435 client accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Independent Financial Group, LLC 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. Fees for financial advisory services typically are based on the financial services offered. Fees billed by Independent Financial Group, LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

105 Fir St. Ste. 204
La Grande, OR 97850

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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

Mary Horn Work History

Mary has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Independent Financial Group

2014 - 2020 (6 years)

Edward Jones

2012 - 2014 (2 years)

Edward Jones

*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 Mary Horn 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

Kerry Schmitz
Buffalo, MN
Jacob Mickle
Cottonwood, AZ
Lauren Estes
San Diego, CA
Wojciech Polowy
New Britain, CT
Sean Oconnor
San Diego, CA
Brian Conrad
San Diego, CA
Troy Folk
Irvine, CA
Jason Segawa
San Diego, 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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