Paul Cotofana
Paul Cotofana is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 16 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
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
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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 →Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Royal Alliance Associates, INC.
Sagepoint Financial, INC.
Woodbury Financial Services, INC.
Fsc Securities Corporation
Sagepoint Financial, INC.Broker
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Woodbury Financial Services, INC.Broker
Sagepoint Financial, INC.
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
State Registrations6 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.