MA
Monica Alvarez
Supervisory Principal Associate at Independent Financial
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Work Experience
Feb 2018 - Present · 6 years and 10 months
Supervisory Principal Associate
Mar 2021 - Present · 3 years and 9 months
New Accounts Principal
Feb 2020 - Mar 2021 · 1 years and 1 months
Operations
Feb 2018 - Feb 2020 · 2 years
Company Details
51-200 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.
Year Founded
2003
Social Media
LinkedinFacebook
Industry
Financial Services, Computer Services, Investment Services
HQ Location
12671 HIGH BLUFF DR San Diego, California 92130, US
Keywords
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