Independent Financial Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

7717

SEC number

801-62667

Firm type

RIA

Assets under management

$12.9B as of Mar 17, 2026

Website

www.ifgsd.com ↗

Phone

858-436-3180

Address

12671 High Bluff Dr, San Diego, CA, 92130

Advisors at this firm

425 in our index · page 6 of 9

• Ricky Gene MahlumCRD 1351961 · Plymouth, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Frances Lev MakinoCRD 1418541 · Glenelg, MD
  IA RegisteredBroker
• Roberto Luis MaldonadoCRD 5093698 · Guaynabo, PR
  IA RegisteredBroker
  Disclosure event(s) on record
• Danielle J ManbeckCRD 4921663 · Costa Mesa, CA
  Broker
• Charles MannCRD 1010028 · San Juan Capistrano, CA
  IA RegisteredBroker
• Jason James MarabeasCRD 2780343 · San Diego, CA
  Broker
• Matthew Thomas MarcomCRD 3126765 · Georgetown, TX
  IA RegisteredBroker
• Ronald Lane MartinCRD 2200217 · Saint Louis, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Giovanni MartinezCRD 5631095 · Prescott, AZ
  Broker
• Kristin Holly MataCRD 5223095 · Santa Barbara, CA
  IA RegisteredBroker
• Bryan Edward MazzaCRD 2292942 · Mercer Island, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Michael Mc CorisonCRD 4821258 · Delray Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Edwin Courtney McclureCRD 2392527 · Carlsbad, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Howard MccordCRD 2161481 · Dallas, TX
  IA RegisteredBroker
• Jim Micheal McelravyCRD 4540744 · Granite Bay, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Eluwene MckeonCRD 5286647 · Marysville, WA
  IA RegisteredBroker
• Steven Scott MclaughlinCRD 1510342 · Omaha, NE
  BrokerRegistration inactive
  Disclosure event(s) on record
• Charles Henry McloughlinCRD 2452345 · Covington, LA
  IA RegisteredBroker
• Patricia Ann MeierCRD 2387144 · Saint Louis, MO
  Broker
• Gregory Jay MeyerCRD 3088783 · Encino, CA
  IA RegisteredBroker
• Deepen Arvind ModiCRD 2573250 · Glenview, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Arthur Eugene MolloyCRD 734407 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Erick Alberto MontielCRD 3126537 · San Diego, CA
  IA RegisteredBroker
• Jeffrey Peter MorandCRD 728191 · Englewood, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary Wayne MorrisCRD 2463062 · Arcadia, CA
  IA RegisteredBroker
• Brian Keith MortonCRD 4481586 · Edmond, OK
  IA RegisteredBroker
• Michael Edward MossCRD 1054365 · Reno, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Reginald Franklin MuggleyCRD 2126258 · The Woodland, TX
  IA RegisteredBroker
• Julian E. MunozCRD 4773991 · Guaynabo, PR
  IA RegisteredBroker
  Disclosure event(s) on record
• Bernard C MakinoCRD 5983735 · Glenelg, MD
  IA RegisteredBroker
• Gloria Faye MakinoCRD 7425095 · Glenelg, MD
  IA RegisteredBroker
• Maximilian Chas MannCRD 6871746 · San Juan Capistrano, CA
  IA RegisteredBroker
• Vanessa MazzoneCRD 7800544 · Glenview, IL
  Broker
• Jaclyn Kathleen McguireCRD 7739838 · Richardson, TX
  Broker
• Cristina Stephanie MichelCRD 6833862 · San Diego, CA
  IA RegisteredBroker
• Clifton Cass MortonCRD 2883247 · San Diego, CA
  IA RegisteredBroker
• John Andrew NabergallCRD 1875305 · Littleton, CO
  IA RegisteredBroker
• Lawrence Anthony NapolitanoCRD 4921500 · Henderson, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• John Richard NelsonCRD 1084135 · Corpus Christi, TX
  Broker
• Matthew T NewmanCRD 5118849 · Middleton, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Zoe B NgCRD 4497181 · Pleasanton, CA
  IA RegisteredBroker
• Huong Anh Nguyen-MuthCRD 3053219 · San Diego, CA
  IA RegisteredBroker
• Sisung NohCRD 3096252 · Los Angeles, CA
  IA RegisteredBroker
• James Michael NotoCRD 1030904 · Trinity, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Chrissy NguyenCRD 6702081 · Fort Smith, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Jake Christopher O'banionCRD 4592009 · Everett, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory Charles O'donnellCRD 2802185 · San Rafael, CA
  IA RegisteredBroker
• Beau Garrett ObrienCRD 7349474 · Mystic, CT
  IA RegisteredBroker
• Sean P OconnorCRD 4978828 · San Diego, CA
  IA RegisteredBroker
• Thomas Wendell OttenCRD 712233 · Reno, NV
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.