KD
KD

Kim Dang

8 Years of Experience
Henderson, NV
1 DisclosureBroker

Kim Dang is a registered investment advisor at Independent Financial Group, LLC, based in Henderson, NV, with 8 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

1368 Paseo Verde Pkwy, Ste. 100, Henderson, NV, 89012

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History

Regulatory History (1)
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Criminal
September 2005
Final Disposition
Other Business Activities

Kim is an employee of Cornerstone Wealth Management, where she has an administrative role. This DBA is for marketing purposes only and takes nearly full-time hours.

Employment History
Current Registrations
Independent Financial Group, LLC
May 2023 - Present · 3 yrs
Independent Financial Group, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Whalen Financial
March 2021 - April 2023 · 2 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
January 2021 - April 2023 · 2 yrs 3 mos
LPL Financial LLC
October 2019 - January 2021 · 1 yr 3 mos
LPL Financial LLCBroker
September 2019 - January 2021 · 1 yr 4 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2018 - August 2019 · 1 yr 4 mos
Miramontes Capital, LLC
November 2017 - July 2019 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - October 2017 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - October 2017 · 6 mos
State Registrations1 state
NV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kim Dang - Financial Advisor | TrueAdvisor