Scott Pilchard
Scott Pilchard is a registered investment advisor at Independent Financial Group, LLC, based in Irvine, CA, with 32 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
3141 Michelson Drive Suite 901, Irvine, CA, 92612
Get directionsHistory
Regulatory History (1)
Criminal
July 2019Other Business ActivitiesSells Insurance
Scott uses Western Skies Advisory as a DBA name for marketing purposes. He is also an insurance agent and a board member for the Arizona Agricultural Education FFA Foundation, dedicating a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Fbl Wealth Management, LLC
Fbl Marketing Services, LLCBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
Manning & Napier Advisors, LLC
Manning & Napier Advisory Advantage Company, LLC
Manning & Napier Investor Services, INC.Broker
Macken Securities, INC.Broker
Lcm Financial Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations8 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.