Insights

Independent Structure As an independent broker-dealer with no proprietary products, Independent Financial Group offers a flexible platform that attracts advisors seeking to maintain autonomy, creating opportunities to offer tailored solutions and add value to their advisory practices.

Recent Leadership Expansion The company has recently promoted key executives and hired new regional recruiters, indicating growth in their advisory network and potential for expanding partnership opportunities with financial professionals and firms.

Market Presence With a substantial revenue range of 250 to 500 million dollars and a national footprint, Independent Financial Group presents a sizable market opportunity for service providers targeting the wealth management sector.

Strategic Mergers The recent merger with South State Bank suggests a strategic move toward expanding client base and enhancing service offerings, opening avenues for fintech or compliance firms to provide integrated solutions.

Compliance and Risks Potential compliance concerns due to reported breaches of fiduciary duty and securities law violations highlight an opportunity for firms specializing in regulatory technology, legal advisory, or risk management services to support the company’s governance improvements.

Independent Financial Group, LLC Tech Stack

Independent Financial Group, LLC uses 8 technology products and services including Adobe Illustrator, Open Graph, Salesforce, and more. Explore Independent Financial Group, LLC's tech stack below.

Adobe Illustrator

Cad & Graphics

Open Graph

Content Management System

Salesforce

Customer Relationship Management

Swoogo

Event Management

Google Fonts API

Font Scripts

Underscore.js

Javascript Libraries

Hootsuite

Marketing

WP Engine

Platform As A Service

Independent Financial Group, LLC Email Formats	Example	Percentage
FLast@ifgsd.com	JDoe@ifgsd.com	45%
First.Last@ifgsd.com	John.Doe@ifgsd.com	10%
FLast@ifgsd.com	JDoe@ifgsd.com	45%

Independent Financial Group, LLC Email Formats

Example

Percentage

FLast@ifgsd.com

JDoe@ifgsd.com

45%

First.Last@ifgsd.com

John.Doe@ifgsd.com

10%

FLast@ifgsd.com

JDoe@ifgsd.com

45%

Frequently Asked Questions

What is Independent Financial Group, LLC's phone number?

You can contact Independent Financial Group, LLC's main corporate office by phone at

+1-858-436-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Independent Financial Group, LLC's official website and social media links?

Independent Financial Group, LLC's official website is ifgsd.com and has social profiles on LinkedIn.

How much revenue does Independent Financial Group, LLC generate?

As of December 2025, Independent Financial Group, LLC's annual revenue is estimated to be $8.2M.

What is Independent Financial Group, LLC's SIC code NAICS code?

Independent Financial Group, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Independent Financial Group, LLC have currently?

As of December 2025, Independent Financial Group, LLC has approximately 164 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Sales And Marketing: B. H.Vice President Operations: L. S.Vice President Sales And Marketing: T. W.. Explore Independent Financial Group, LLC's employee directory with LeadIQ.

What industry does Independent Financial Group, LLC belong to?

Independent Financial Group, LLC operates in the Financial Services industry.

What technology does Independent Financial Group, LLC use?

Independent Financial Group, LLC's tech stack includes Adobe IllustratorOpen GraphSalesforceSwoogoGoogle Fonts APIUnderscore.jsHootsuiteWP Engine.

What is Independent Financial Group, LLC's email format?

Independent Financial Group, LLC's email format typically follows the pattern of FLast@ifgsd.com. Find more Independent Financial Group, LLC email formats with LeadIQ.

When was Independent Financial Group, LLC founded?

Independent Financial Group, LLC was founded in 2003.

Independent Financial Group, LLC

Q: What technology does Independent Financial Group, LLC use?

Independent Financial Group, LLC's tech stack includes HTTP/3, Open Graph, Cvent, Underscore.js, Yoast SEO.

Financial ServicesCalifornia, United States51-200 Employees

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.

Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.

Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC.

Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.

Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.

Insights

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