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Gregory Chachas

Independent Financial Group, LLC
40 Years of Experience
San Diego, CA
3 DisclosuresBroker
View SEC Summary
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Gregory Chachas is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 40 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

San Diego, CA

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2022
Employment Separation After Allegations
February 2017
Customer Dispute
November 2008
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gregory is a board member of Chachas Land Co Inc. and Comstock Land and Mining LLC, and owns rental property. These activities require minimal time.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
January 2023 - Present · 3 yrs 9 mos
Independent Financial Group, LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Independent Financial Group, LLCBroker
December 2022 - December 2022 · 0 mos
Independent Financial Group, LLC
December 2022 - December 2022 · 0 mos
Wedbush Securities INC.
February 2017 - December 2022 · 5 yrs 10 mos
Wedbush Securities INC.Broker
February 2017 - December 2022 · 5 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2008 - February 2017 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2008 - February 2017 · 9 yrs 1 mo
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
September 1991 - January 2008 · 16 yrs 4 mos
Lehman Brothers INC.Broker
May 1988 - October 1991 · 3 yrs 5 mos
E. F. Hutton & Company INCBroker
August 1986 - May 1988 · 1 yr 9 mos
First Equities CORP.Broker
May 1984 - March 1985 · 10 mos
State Registrations17 states
AZCACOFLHIIDILLAMONMNVNYORTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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