Arthur Molloy
Arthur Molloy is a CFA, 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
12680 High Bluff Dr, Ste 250, San Diego, CA, 92130
Get directionsHistory
Regulatory History (1)
Regulatory
May 1987Other Business ActivitiesSells Insurance
Arthur is a California insurance agent offering various insurance products since 1979 and spends minimal time on it. He is also the President and Founder of Capital Growth Inc., a DBA for marketing purposes, and a board member for a homeowner's association.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Capital Growth Investment Management Services
Independent Financial Group, LLC
Capital Growth Investment Management Services
Sentra Securities CORP
Sentra Securities CorporationBroker
Hornor, Townsend & Kent, INC.Broker
American Capital SecuritiesBroker
Anchor National Financial Services, INC.Broker
State Registrations52 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.