Independent Financial Group, LLC Employee Directory

Q: What is Independent Financial Group, LLC known for?

Independent Financial Group, LLC was founded in 2003. Independent Financial Group, LLC operates in the Financial Services industry.

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.

Find Independent Financial Group, LLC employees' phone numbers or email addresses

Independent Financial Group, LLC Global Highlights

North America
267

United States Of America
263
Canada
4

Europe
2

Netherlands
1
United Kingdom Of Great Britain And Northern Ireland
1

Independent Financial Group, LLC's Leadership

M. T.
Vp Product And Platform Management
Mobile Phone
Email
B. H.
Vice President Sales And Marketing
Mobile Phone
Email
T. W.
Vice President Sales And Marketing
Mobile Phone
Email
S. H.
Founder, Chief Financial Officer
Mobile Phone
Email
K. R. C.
Owner/Financial Advisor, Craig Financial Group, Inc
Mobile Phone
Email
J. M.
Owner
Mobile Phone
Email
T. T.
Chairman
Mobile Phone
Email
M. L.
Owner
Mobile Phone
Email

Independent Financial Group, LLC Employee Metrics

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50%

0%

2026

2025

Banking
Finance
Recruiting
Community & Social Services
Information Technology
Other
Legal

Contact profiles from Independent Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

J. D.
Director Of Sales
Mobile Phone
Email
Oct 24, 2024
M. M.
Managing Director, National Strategic Accounts
Mobile Phone
Email
Oct 17, 2024
N. D.
Director Of Sales
Mobile Phone
Email
Oct 22, 2024
M. D.
National Director Of Managed Business
Mobile Phone
Email
United StatesNew York
Nov 11, 2025
M. L. S.
Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Mar 03, 2026
J. M.
Manager, Bank Channel
Mobile Phone
Email
United StatesMontana
Jan 28, 2026
R. W.
Independent Financial Advisor / Private Wealth Manager
Mobile Phone
Email
United States
Feb 24, 2026
L. T.
Commissions Manager
Mobile Phone
Email
United States
Feb 18, 2026
K. B.
Wealth Advisor / Branch Manager
Mobile Phone
Email
United StatesColorado
Jan 07, 2026
J. L.
Wealth Manager
Mobile Phone
Email
United StatesTexas
Feb 19, 2026

Frequently Asked Questions

What is Independent Financial Group, LLC known for?

Independent Financial Group, LLC was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 12671 High Bluff Drive San Diego, California 92130 United States; you can contact the main corporate office by phone at

+1-858-436-****

. Explore Independent Financial Group, LLC's company overview page for more information.

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

Independent Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independent Financial Group, LLC email formats with LeadIQ.

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

Independent Financial Group, LLC has approximately 164 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Independent Financial Group, LLC's key employees and leadership?

As of March 2026, Independent Financial Group, LLC's key employees include:

Vp Product And Platform Management: M. T.
Vice President Sales And Marketing: B. H.
Vice President Sales And Marketing: T. W.
Founder, Chief Financial Officer: S. H.
Owner/Financial Advisor, Craig Financial Group, Inc: K. R. C.

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