Bruce Stone
Bruce Stone is a ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Los Angeles, CA, with 48 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
825 Colorado Blvd., Suite 201, Los Angeles, CA, 90041
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Regulatory History (1)
Customer Dispute
August 2002Other Business ActivitiesSells Insurance
Bruce is part owner of Financscape Inc for pension plan consulting/financial planning and 70% owner of StoneKimbro Financial Services, used for marketing purposes, dedicating minimal time to each. He is also a CA insurance agent at DBA Stone Insurance Services offering various types of insurance products and an officer/director at StoneKimbro RIA, an outside RIA, dedicating a few hours per week to each.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Stonekimbro
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Legend Equities CorporationBroker
Programmed Equities CorporationBroker
Uslife Equity Sales CORP.Broker
Uslife Equity Sales CORPBroker
State Registrations24 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.