Robert Sweet
Robert Sweet is a registered investment advisor at Independent Financial Group, LLC, based in El Paso, TX, 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
5675 Woodrow Bean, Suite 13, El Paso, TX, 79924
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2025Employment Separation After Allegations
December 2015Regulatory
September 1997Regulatory
January 1997Other Business ActivitiesSells Insurance
Robert is an insurance agent with Freedom Insurance Services, dedicating a few hours per week. He also works as an independent contractor for Freedom Tax Services and Freedom Notary Services, and owns Mariner Properties, spending about 40% of his time on real estate sales, rentals, and property management.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Nylife Securities INC.Broker
Waddell & Reed, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations12 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.