David Mccord is a registered investment advisor at Independent Financial Group, LLC, based in Dallas, TX, with 34 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
4851 Lbj Fwy, Suite 1175, Dallas, TX, 75244
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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
David is an operational admin for Liberty Silver & Gold, spending minimal time discussing gold and silver coin purchases/sales with clients. He is also an officer/director at Cornerstone Financial Services, dedicating full-time hours, and an elder for Dallas North Town Church Ministry Organization, spending a few hours per week.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Cambridge Legacy Securities L.L.C.Broker
Aig Financial Advisors, INC.Broker
Cornerstone Financial Services, INC.
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
State Registrations1 state
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.