Conrad Tarte
Conrad Tarte is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 44 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 Drive, Suite 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (4)
Judgment / Lien
November 2010Employment Separation After Allegations
July 2006Customer Dispute
March 2006Customer Dispute
February 2006Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Waddell & Reed, INC.Broker
First Investors CorporationBroker
State Registrations12 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.