Independent Financial | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Other
Keywords & Focus Areas
Independent Financial
Overview
Independent Financial Group (IFG) is a financial services firm based in San Diego, California, established in 2003. It operates as both a registered investment advisor (RIA) and a registered broker-dealer, providing a wide range of financial planning, investment advisory, and brokerage services. The firm is recognized for its commitment to integrity and independence, serving a diverse clientele that includes individuals, businesses, and charitable organizations.
IFG offers customized financial plans and investment strategies, brokerage services for securities, and access to third-party asset management solutions. The firm also provides annuity advisory services and extensive support for its affiliated advisors, including technology platforms and marketing assistance. With a focus on building long-term relationships, IFG aims to help clients achieve their financial goals through personalized and ethical guidance.
Basic Information
| Industry | financial services |
|---|---|
| Revenue | 503.9M |
| Headquarters | 7777 Henneman Way, McKinney, Texas 75070, United States |
| Languages | English |
| Parent Organization | SouthState Bank |
Contact Details
- Phone: +1 940-321-4545
- Website: ifinancial.com
- LinkedIn: linkedin.com/company/indfinancial
Key Focus Areas & Initiatives
- Banking
- Financial services
- Commercial lending
- Commercial real estate
- Business banking
- Treasury mangement
- Personal banking
- Major banks
- Finance
- Wealth planning tools
- Corporate pension advisory
- Broker-dealer network
- Profit-sharing plans
- Investment management
- Corporate pension plans
- Client portfolio management
- Mutual fund programs
- Financial consulting
- Fiduciary investment advice
- Fee-based advisory
- Investment account minimums
- Pension plans
- Diverse client base
- SIPC
- Independent broker network
- Customized financial plans
- Personalized investment advice
- Brokerage services
- FINRA
- Independent financial advisors
- Fiduciary standard
- Client investment solutions
- Independent broker-dealer model
- Securities brokerage
- Design II programs
- Investment strategies
- Investment program minimums
- Client-specific investment solutions
- Fiduciary standard adherence
- Charitable investment management
- Charitable organization investments
- Charitable investments
- Financial technology
- Client-centric
- Regulatory compliance
- Stocks and bonds
- Brokerage and advisory hybrid
- Financial advisory
- Independent broker-dealer
- Other financial investment activities
- Securities trading
- Mutual funds
- Design programs
- Investment advisory
- Fiduciary responsibility
- Fiduciary duty
- Wealth management
- Brokerage platforms
- Independent financial professionals
- Third-party asset managers
- Financial industry regulation
- Investment products
- Investment programs
- Investment program options
- Client financial solutions
- Annuity accounts
- Personalized financial advice
- SIPC protection
- Asset management
- Independent financial planning
- FINRA member
- Broker-dealer
- SIPC member
- Annuities
- Independent financial firm
- Corporate plans
- Investment account management
- Fee-only advisory
- Independent advisors
- Independent financial network
- RIA
- Financial planning
- Client asset protection
- Financial product offerings
- Account minimums
- B2C
- Non-profit
- Management consulting
- Finance technology
- Information technology & services
- Consulting
- Nonprofit organization management
- Banks & credit unions
- Financial advising
- Mortgage brokers
- Real estate
Technologies Used
- AudioEye
- CloudFlare Hosting
- Cloudflare DNS
- Mimecast
- Q2
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