Rick Wertheim's Contact Details

Rick Wertheim's Company Details

Independent Financial Group

San Diego, CA, US • 100 - 249 Employees
Financial Services

Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client's individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals.Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC.Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California.