Jeff Boyd
Jeff Boyd is a 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
8880 Rio San Diego Drive #1098, San Diego, CA, 92108
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2011Other Business ActivitiesSells Insurance
Jeff is the 100% owner of Phase Four Financial Solutions, providing investment, advisory, and insurance services, dedicating full-time hours to it. He is also a CA insurance agent offering various types of insurance products, spending a few hours per week on this. Finally, Jeff is a board member for a non-profit, Teule Kenya, spending minimal time on it.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Advanced Wealth Planning
First Allied Securities, INC.
First Allied Securities, INC.Broker
Spc
Sammons Securities Company, LLCBroker
Walnut Street Securities, INC.Broker
The Advisors Group, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Wma Securities, INC.Broker
State Registrations27 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.