Lianne Larson
Lianne Larson is a registered investment advisor at Independent Financial Group, LLC, based in Irvine, CA, with 22 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
1340 Reynolds Avenue: Ste #110, Irvine, CA, 92614
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Regulatory History (1)
Judgment / Lien
November 2025Other Business Activities
Lianne operates LNL Retirement as president for marketing purposes and is the Chief Operations Officer for KDM Meridian, dedicating about half of her time to each. She also owns two rental properties, spending minimal time on them.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Associated Securities CORP.Broker
State Registrations4 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.