Gary Benson
Gary Benson is a registered investment advisor at Independent Financial Group, LLC, based in Encino, CA, with 41 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
6345 Balboa Blvd. Building 1, Suite 100, Encino, CA, 91316
Get directionsHistory
Regulatory History (11)
Customer Dispute
October 2022Customer Dispute
April 2022Customer Dispute
August 2017Customer Dispute
July 2014Customer Dispute
January 2013Customer Dispute
December 2012Customer Dispute
September 2011Customer Dispute
December 2010Customer Dispute
September 2010Customer Dispute
May 1992Customer Dispute
October 1990Other Business ActivitiesSells Insurance
Gary is an officer/director at PASH International, an outside registered investment advisor, and PASH and Benson, a DBA for marketing purposes. Gary also has outside insurance activities and is a consultant for Paxton Consulting Group, spending about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Pash & Benson International LTD.
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
National Planning CorporationBroker
Mutual Benefit Financial Service CompanyBroker
Associated Securities CORP.Broker
State Registrations23 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.