John Nabergall
John Nabergall is a registered investment advisor at Independent Financial Group, LLC, based in Corpus Christi, TX, with 37 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
Corpus Christi, TX
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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 Activities
John is a Senior Financial Advisor at Heckard and Howell, CPAs, providing general financial advisory services. This activity takes a few hours per week.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Wunderlich Securities, INC.
Morgan Stanley Dw INC.Broker
Morgan Stanley
Metlife Securities INC.Broker
Ur Financial, INC.Broker
State Registrations3 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.