Leilani Harwood
Leilani Harwood is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Poway, CA, with 15 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
14259 Danielson St., Poway, CA, 92064
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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
Leilani owns L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services, where she works as an insurance agent providing group insurance services for small businesses for a few hours per week. She also volunteers as an Executive Board Member and Regional Commissioner for AYSO Region 889, dedicating about 10-20% of her time.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Blue Sky Capital Consultants Group, INC.
Previous Registrations
F.A.I.T.H. Driven Planning
Fortune Financial Services, INC.Broker
D. M. Brenner, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations1 state
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.