- Press Release -

Professional Advisory Services joins Independent Financial Group, LLC


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Image of the editor of this article, Jen Gaddie

Jen Gaddie

Manager, Corporate Communications & Events

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SAN DIEGO, CA – Professional Advisory Services (PAS), has selected Independent Financial Group, LLC as their new broker-dealer. PAS is led by Mr. Wayne Williams, President and Wealth Manager.

Williams explains, “Early in 2018, it was very clear to my staff and I…that we had to find a family-oriented broker-dealer.” He adds, “Two days after we decided to move, a letter came to my home from Dave Fischer. It reminded me that my old friend Dave had his own BD (Independent Financial Group) and he wanted me to learn more. Instantly, I knew where our firm had to go.”  He continues, “Thanks Dave, for being the same guy I met in 1997 and for delivering on all of your promises to PAS in 2018.”

“We’re honored to have Wayne and his experienced team at Professional Advisory Services on board with Independent Financial Group,” comments David A. Fischer, CMO and Managing Director of the firm.  He continues, “IFG’s goal is to increase its rep base by bringing on quality individuals like Wayne, who can expand their business on the foundation of values that we built ours: with a commitment to integrity, focus on the family and a courteous approach to customer service.”  We look forward to growing with Wayne and his staff for years to come.


About Professional Advisory Services

Professional Advisory Services (PAS) is located in Arcadia, California. PAS is led by Mr. Wayne Williams, along with his partners, Gary Morris J.D., Gene De Young and three support staff. PAS provides advice, services the needs of their clients and are professionally licensed.  PAS’ business is comprised of primarily discretionary fee-based management accounts. To learn more about their offerings, please visit www.pasinvest.com.


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

Independent Financial Group, LLC 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. IFG’s corporate office now supports more than 650 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 past several years and won acclaim in 2006 with their #1 rank on the list. Their notable success has been recognized in numerous financial services industry publications and most recently, was awarded Wealth Management Magazine’s Industry Award in the Corporate Social Responsibility & Diversity category.  Independent Financial Group has also gained Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list.  To learn more about IFG, please visit www.ifgsd.com.