- Press Release -

Independent Financial Group Scores High in Broker-Dealer Report Card Ranking


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Image of the editor of this article, Cici Prsha

Cici Prsha

Manager, Marketing & Corporate Communications

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San Diego, CA – Independent Financial Group, LLC (IFG) has recently announced their 9.74 score out of 10 in Wealth Management Magazine’s annual broker-dealer report card ranking and survey. This is the highest score earned to date by the San Diego–based firm; who was awarded number one in the Overall Satisfaction category the previous year in the same study. IFG has also been recognized with the top scores in the areas of Management (9.86), Product Offerings (9.8), Operational Service & Support (9.77), Practice Support & Professional Development (9.71) and Compliance Support (9.72).

“We’re incredibly proud of having received the highest score we’ve ever attained out of all the years we’ve participated in the survey,” says David Fischer, Managing Director and Chief Marketing Officer. He continues, “We have consistently demonstrated the commitment to our service level promise to all our affiliated advisors and in return, our advisors have demonstrated their commitment to us by reaffirming these high scores and keeping us among the top 5 highest-ranked firms.” He adds, “The standout score tells us what our advisors have been telling us for a very long time; they’re happy here and here to stay.”

About Wealth Management Magazine’s IBD Report Card

The annual survey asks advisors from independent brokerages to rate the firms they work with from I (unacceptable) to 10 (outstanding) on a number of factors, including service, technology and practice management. WealthManagement.com fielded the online survey via emailed invitations to print subscribers, online registrants and advisors at lBDs in the publication’s database . Between Feb. 15 and March 12, the publication received a total 1,562 responses .

About Independent Financial Group, America’s Finest Broker-Dealer®

Now celebrating its 15–year anniversary IFG serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. lFG’s corporate office now supports more than 640 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the I 0th consecutive year and won acclaim in 2006 with their #I rank on the list. The company has also achieved Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500 15000 list. Their notable success has been recognized in numerous financial services industry publications. Additionally, the firm was awarded 2nd place Broker-Dealer of the Year by Investment Advisor Magazine in 2016 and 2017. In 2017, IFG scored the #1 ranking in Wealth Management Magazine’s Independent Broker–Dealer Report Card for Overall Broker-Dealer Satisfaction; as rated nationwide by their affiliated financial advisors in multiple categories. For more information on the firm, visit www.ifgsd.com