Joseph Yurgec
Joseph Yurgec is a ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Tucson, AZ, with 43 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
Tucson, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph operates under the DBA Yurgec Financial Services for marketing purposes, dedicating full-time hours to it. He is also the president and owner of Joseph G Yurgec Investment Services, Inc., a business entity for tax and investment purposes, and spends minimal time on it; he also works as an insurance agent outside of IFG, spending a few hours per week on this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
Sunamerica Securities, INC.Broker
Consolidated Investment Services, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.