TrueAdvisor
TrueAdvisor
DD
DD

Darrell Delphen

Independent Financial Group, LLC
39 Years of Experience
Dallas, TX
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Darrell Delphen is a registered investment advisor at Independent Financial Group, LLC, based in Dallas, TX, with 39 years of industry experience. Darrell 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

4851 Lbj Fwy, Suite 1175, Dallas, TX, 75244

Get directions

History

Regulatory History (4)
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.
Customer Dispute
July 2026
Pending
Customer Dispute
May 2024
Settled
Customer Dispute
June 2004
Denied
Customer Dispute
June 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Darrell uses Cornerstone Financial Services, Inc. as a DBA for marketing purposes and dedicates about a quarter of his time to it. He is also a Texas insurance agent offering various types of insurance products and an independent contractor for Liberty Silver & Gold, LLC, offering sales of physical precious metal bullion, dedicating minimal time to each.

Employment History
Current Registrations
Independent Financial Group, LLC
January 2018 - Present · 8 yrs 9 mos
Independent Financial Group, LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Cornerstone Financial Services, INC.
May 2009 - December 2023 · 14 yrs 7 mos
Cambridge Legacy Securities L.L.C.Broker
October 2008 - May 2012 · 3 yrs 7 mos
Intersecurities, INC.
January 2005 - October 2008 · 3 yrs 9 mos
Intersecurities, INC.Broker
August 1997 - October 2008 · 11 yrs 2 mos
Mariner Financial Services, INC.Broker
September 1995 - August 1997 · 1 yr 11 mos
Metlife Securities INC.Broker
June 1991 - September 1995 · 4 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
June 1991 - September 1995 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1989 - March 1991 · 1 yr 3 mos
F.N. Wolf & CO., INC.Broker
May 1988 - October 1989 · 1 yr 5 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
State Registrations28 states
AKALARCACOFLGAIDILINLAMIMNMSMTNCNHNJNMNYOHOKORSCTNTXVAWI
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.
More Advisors
More financial advisors in Dallas, TX →All financial advisors in Texas →