Jim Mcelravy
Jim Mcelravy is a registered investment advisor at Independent Financial Group, LLC, based in Granite Bay, CA, with 23 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
Granite Bay, CA
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2012Customer Dispute
March 2009Customer Dispute
January 2009Customer Dispute
September 2008Customer Dispute
February 2008Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Jim is a California insurance agent offering various types of insurance since 2010, dedicating a few hours per week. He also holds an officer/director position at LID Ticker, focusing on entity creation and marketing development, which also takes a few hours per week.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations5 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.