Gregory Meyer
Gregory Meyer is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Encino, CA, with 26 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
6345 Balboa Blvd. Building 1, Suite 100, Encino, CA, 91316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is an agent/representative for Pash International Ltd., Inc. DBA Pash and Benson, a registered investment advisor, and uses Pash and Benson and Advisor Associates as DBAs. Gregory also engages in outside insurance activities, dedicating about 10-20% of his time to it, and is an employee of Paxton Consulting Group for payroll and benefits.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Pash & Benson International LTD.
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
New England SecuritiesBroker
New England SecuritiesBroker
MML Investors Services, INC.Broker
State Registrations17 states
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