Paul Huddle
Paul Huddle is a registered investment advisor at Independent Financial Group, LLC, based in Long Beach, 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
Long Beach, CA
Get directionsHistory
Regulatory History (3)
Judgment / Lien
October 2020Judgment / Lien
October 2015Employment Separation After Allegations
February 2010Other Business Activities
Paul owns a DBA (PS Financial Group) for marketing purposes, works as an independent contractor processing mortgage documents, owns a construction consulting business, and provides notary services. He also volunteers as a board member for his HOA; all of these activities require minimal time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Securities America, INC.Broker
Sunamerica Securities, INC.Broker
State Registrations12 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.