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Kyle Addington

29 Years of Experience
Goodyear, AZ
1 DisclosureBrokerSells Insurance

Kyle Addington is a registered investment advisor at Independent Financial Group, LLC, based in Goodyear, AZ, with 29 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

15150 W Park Place, Suite 303, Goodyear, AZ, 85395

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 2005
Other Business ActivitiesSells Insurance

Kyle is an officer/director of American Wealth Advisers, PLLC, a securities business DBA, and spends full-time hours there. He also works as an independent contractor selling fixed insurance products outside of IFG, dedicating a few hours per week.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Independent Financial Group, LLC
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Kovack Advisors, INC.
October 2006 - August 2016 · 9 yrs 10 mos
Kovack Securities INC.Broker
August 2005 - August 2016 · 11 yrs
Crown Capital Securities, L.P.Broker
June 2005 - August 2005 · 2 mos
Crown Capital Securities, L.P.
June 2005 - August 2005 · 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 2003 - June 2005 · 2 yrs 2 mos
National Planning CorporationBroker
June 2000 - June 2005 · 5 yrs
Sunamerica Securities, INC.Broker
January 1997 - June 2000 · 3 yrs 5 mos
State Registrations32 states
AKARAZCACOFLGAIDILINKSMAMDMIMOMTNCNDNMNVNYOHOKORSCSDTNTXVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kyle Addington - Financial Advisor | TrueAdvisor