Steven Lebaron
Steven Lebaron is a registered investment advisor at Independent Financial Group, LLC, based in Murrieta, CA, with 35 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
41870 Kalmia Street, Ste. 155, Murrieta, CA, 92562
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Steven is the 100% owner of LeBaron Financial Group, Inc., a DBA used for marketing securities, advisory, and insurance services, taking nearly full-time. He is also a director at Temecula Financial Services, Inc., offering accounting and insurance services, dedicating minimal time, and an independent contractor for Anchor Legal, PC, providing estate planning services, also dedicating minimal time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Veritrust Financial, LLC
Veritrust Financial, LLCBroker
Lighthouse Capital CorporationBroker
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
Mimlic Sales CorporationBroker
Consolidated Resources, INC.Broker
State Registrations12 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.