Karl
Cole
Independent Financial Group, LLC
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About this Advisor
Karl Cole is a certified financial planner operating out of Coppell, Texas with 6 years of industry experience. Cole is an advisor for Independent Financial Group, LLC. Their career trajectory has included roles at Lpl Financial LLC (Formerly: Linsco Privater Ledger) and Independent Financial Group, LLC. Cole maintains a Series 63 license, qualifying them as a securities representative, and is approved to operate in Texas. Independent Financial Group, LLC is an advisory business operating out of San Diego, CA. The firm has offices in 364 locations and a total of 697 financial advisors. It controls $6 billion in assets across its 27,435 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 48 charities and foundations. Of its 27,435 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. Independent Financial Group, LLC provides a broad assortment 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. 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
Karl Cole Work History
Karl has been registered as a financial advisor for 6 years.*
Independent Financial Group, LLC
Lpl Financial LLC (Formerly: Linsco Privater Ledger)
*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 Karl Cole 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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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.
