Chelsea
Petrizzo
Independent Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Chelsea Petrizzo is a financial advisor operating out of San Diego, California with 1 year of relevant experience. Petrizzo works at Independent Financial Group, LLC. Petrizzo has gained experience at Cuna Brokerage Services, Inc, Clark County School District, Aveanna Healthcare, Advent Home Health, Boulder Dam Credit Union, Cuso Financial Services, Lp, Independent Financial Group, LLC and Nevada State College. Petrizzo maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Nevada. Independent Financial Group, LLC is a registered investment business operating out of San Diego, CA. It has offices in 364 locations and a total of 697 advisors. It manages $6 billion in assets across its 27,435 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 48 charities and foundations. Of its 27,435 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. Independent Financial Group, LLC has a broad range 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 advice typically are based on which services the firm provides the client. However, fee types charged by Independent Financial Group, LLC most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Chelsea Petrizzo Work History
Chelsea has been registered as a financial advisor for 1 years.*
Independent Financial Group, LLC
Boulder Dam Credit Union
Clark County School District
Cuso Financial Services, Lp
Cuna Brokerage Services, Inc
Aveanna Healthcare
Advent Home Health
Nevada State College
*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 Chelsea Petrizzo 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 Diego, CA
Astoria, OR
San Diego, CA
Fayetteville, AR
San Diego, CA
Cottonwood, AZ
Delafield, WI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
