Matthew
Speed
Independent Financial Group, LLC
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About this Advisor
Matthew Speed is a financial advisor operating out of Houston, Texas. Speed is currently employed by Independent Financial Group, LLC. The advisor has gained experience at Texas Dow Employees Credit, Lpl Financial LLC and Independent Financial Group, LLC. Speed holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Independent Financial Group, LLC is a financial advisory company that has its headquarters in San Diego, CA. The company has offices in 364 locations and a total of 697 people on staff. It administers $6 billion in assets under management among its 27,435 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 48 charitable organizations. Of its 27,435 accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets. Independent Financial Group, LLC 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. Financial advisory fees largely are based on which services the firm provides the client. However, fee types charged by Independent Financial Group, LLC can be 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
Matthew Speed Work History
Matthew has been registered as a financial advisor for 0 years.*
Independent Financial Group, LLC
Lpl Financial LLC
Texas Dow Employees Credit
*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 Matthew Speed 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
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Irvine, CA
San Diego, CA
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Saint George, UT
San Diego, CA
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Amarillo, TX
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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