Brian Dennen
Brian Dennen is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 24 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
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Regulatory
November 2015Other Business Activities
Brian is a member of Ramona Woodworx LLC, a business that makes and sells outdoor furniture, since March 2024. He spends a few hours per week assisting with business development.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
G. A. Repple & CompanyBroker
Atomic Brokerage LLCBroker
First AvenueBroker
LPL Financial LLC
LPL Financial LLCBroker
Ally Invest Advisors
Ally Invest Securities LLCBroker
Wealthfront
Wealthfront Brokerage CorporationBroker
Livevol Securities, INC.Broker
Livevol Securities, INC.Broker
Transcend Capital, LPBroker
Iron Capital Securities, LLCBroker
European American Equities, INC.Broker
Urchin Capital Partners, LLCBroker
Terra Nova Trading, L.L.C.Broker
Orion Trading, LLCBroker
Redwood Trading, LLCBroker
Share King, LLCBroker
State Registrations1 state
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.