Adam
Bonner
Independent Financial Group, LLC
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About this Advisor
Adam Bonner is a financial advisor based in Amarillo, Texas, working with Independent Financial Group, LLC. Adam has previously held positions at United Capital Financial Advisers, LLC, United Capital, Express Blinds And Shutters, Texas Tech University, Lpl Financial, and Independent Financial Group. Adam has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Adam is part of Independent Financial Group, LLC, which operates out of Amarillo, Texas. 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
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Adam Bonner Work History
Independent Financial Group
Lpl Financial
United Capital Financial Advisers, LLC
United Capital
Express Blinds And Shutters
Texas Tech University
Disclosures
Please visit the SEC profile of Adam Bonner 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
San Diego, CA
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
Cross Plains, WI
San Jose, CA
San Diego, CA
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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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.
