Matthew Scanlon
Matthew Scanlon is a registered investment advisor at Independent Financial Group, LLC, based in Scottsdale, AZ, with 33 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
6991 E Camelback Road, Suite D-300, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2024Other Business Activities
Matthew is an officer/director of Champion Financial Advisors, a DBA used for marketing purposes. He dedicates a few hours per week to marketing services.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Arque Capital, LTD.
Arque Capital, LTD.Broker
Fox & Company Investments INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 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.