Gregory Chidlaw
Gregory Chidlaw is a registered investment advisor at Independent Financial Group, LLC, based in San Rafael, CA, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
San Rafael, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2011Other Business Activities
Gregory is the 100% owner of Chidlaw Financial, a DBA used for marketing purposes. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Dean Witter Reynolds INC.Broker
Everen Securities, INC.Broker
Prudential Securities IncorporatedBroker
Endeavor GroupBroker
Angeles/quinoco Securities, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Capital Analysts, IncorporatedBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.