Bradley Epstein
Bradley Epstein is a registered investment advisor at Independent Financial Group, LLC, based in Rockwall, TX, 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
2600 Ridge Road, Rockwall, TX, 75087
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2023Employment Separation After Allegations
April 2016Other Business ActivitiesSells Insurance
Bradley is involved in several business activities, including real estate sales/rental properties, tax preparation/accounting, and consulting services. He also sells life insurance outside of IFG, and dedicates a full-time commitment to his tax preparation/accounting practice.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations20 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.