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No Proprietary Products

No Proprietary Products

Independent Financial Group offers no proprietary products, nor does it impose sales quotas on its registered representatives.

Clients' Best Interests

Clients’ Best Interests

Our representatives have the freedom to make investment recommendations and build solid financial plans that are in the best interest of their clients.

Technology & Infrastructure

Technology & Infrastructure

Independent Financial Group ensures that each registered representative is well-equipped with the latest technology and operational infrastructure.


Registered representatives of Independent Financial Group have access to a full array of non-proprietary investment products necessary to provide the highest quality investment solutions.

Our relationships with some of the world’s premier financial companies give you access to a wide range of products to meet your financial needs. Our product offerings include:

  • Advisor Directed Portfolios
  • Institutional Money Managers
  • Third Party Asset Managers
  • Stocks & Bonds
  • ETFs and Mutual Funds
  • Structured Products & UITs
  • Variable & Fixed Annuities
  • Variable & Traditional Insurance
  • Group Retirement Plans
  • REITs & BDCs
  • Interval Funds
  • Private Placements


Pershing provides Independent Financial Group with securities clearing and execution services. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally. Pershing is a part of BNY Mellon, a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. As of December 31, 2016, BNY Mellon had $29.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management.