George Dobbs
George Dobbs is a registered investment advisor at Independent Financial Group, LLC, based in Oak Ridge, NJ, 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
Oak Ridge, NJ
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Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
George is a New Jersey insurance agent since 2019, offering various types of insurance products. This activity requires minimal time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
David Lerner Associates, 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.