Matthew Sessa
Matthew Sessa is a registered investment advisor at Independent Financial Group, LLC, based in Lancaster, CA, with 14 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
1210 West Avenue J, Suite 300, Lancaster, CA, 93534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an employee of Timothy Hayes Financial & Insurance Services, devoting nearly full-time to customer service, office management, investment advice, financial planning, and project management. He also works as an independent contractor/agent for health insurance, a tax preparer/enrolled agent, and a notary public, and sells various insurance products, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Wm Financial Services, INC.Broker
Crown Capital Securities, L.P.Broker
State Registrations10 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.