Bradley
Livingstone
Independent Financial Group, LLC
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About this Advisor
Bradley Livingstone is a financial advisor operating in Richardson, Texas with a total of 3 years of relevant experience. Livingstone is currently employed by Independent Financial Group, LLC. The advisor has gained experience at Ubs Financial Services Inc, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Independent Financial Group. Livingstone maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Independent Financial Group, LLC is an advisory business that has its headquarters in San Diego, CA. It has offices in 364 locations and a total of 697 people on staff. It controls $6 billion in assets under management between its 27,435 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 48 charities and foundations. Of its 27,435 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. Independent Financial Group, LLC offers a wide array of services, such as 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 fee schedules typically vary depending on the services. Fee types billed by Independent Financial Group, LLC likely are comprised 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
Bradley Livingstone Work History
Bradley has been registered as a financial advisor for 3 years.*
Independent Financial Group
Wells Fargo Advisors LLC
Wells Fargo Clearing Services, LLC
Ubs Financial Services Inc
*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 Bradley Livingstone 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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