David Corison
David Corison is a registered investment advisor at Independent Financial Group, LLC, based in Delray Beach, FL, with 20 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
Delray Beach, FL
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Regulatory History (1)
Customer Dispute
November 2016Other Business ActivitiesSells Insurance
David sells life insurance and fixed annuities, dedicating a few hours per week to this activity. He is also a managing partner at Rain Advisors LLC, spending full-time hours to run the business, and is involved in real estate and a restaurant.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations7 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.