John Lord
John Lord is a CFA, CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, 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
3636 Camino Del Rio North, Ste. 170, San Diego, CA, 92108
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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
John is the 100% owner of a DBA used for marketing purposes and is an officer/director for tax preparation/accounting. He is also a CA insurance agent offering various types of insurance products and owns 50% of a restaurant, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, INC.
Wealth Analytics, INC.
Hornor, Townsend & Kent, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations15 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.