Sean Agahi
Sean Agahi is a registered investment advisor at Independent Financial Group, LLC, based in Van Alstyne, TX, 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
14333 Fm 121-12, Van Alstyne, TX, 75495
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2012Customer Dispute
December 2007Customer Dispute
July 2007Customer Dispute
June 2007Employment Separation After Allegations
June 2007Customer Dispute
March 1998Other Business Activities
Sean is the 100% owner of Horizon Wealth Group, LLC, a DBA used for marketing purposes. This activity takes about half of his time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Horizon Wealth Group, LLC.
First Allied Advisory Services, INC.
Horizon Wealth Group, LLC.
Horizon Wealth Group, LLC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Valentine Capital Asset Management, INC.
Geneos Wealth Management, INC.Broker
Valentine Capital Asset Management
Securities America, INC.Broker
Oak Brook Securities CORP.Broker
State Registrations10 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.