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Angela T Clark

Independent Financial Group, LLC

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About Angela T Clark

Angela Clark is a financial advisor with Independent Financial Group, LLC. Angela has been in the financial services industry since 2005. Her firm specializes in providing financial advice and portfolio management services to high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Angela is registered in the state of Illinois.

Firm Information

Angela Clark is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Clark’s Registration & Firm History

IL

03/11/2024 - Present

Independent Financial Group, LLC (Flossmoor IL)

IL

09/20/2023 - 03/01/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)

IN

01/06/2022 - 06/01/2022

LION STREET FINANCIAL, LLC (MERRILLVILLE IN)

IL

05/04/2021 - 07/14/2021

MORGAN STANLEY (Orland Park IL)

IL

09/19/2019 - 02/21/2020

WINTRUST INVESTMENTS LLC (CHICAGO IL)

IL

04/12/2016 - 05/07/2019

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

IN

07/18/2014 - 12/23/2015

LPL FINANCIAL LLC (HIGHLAND IN)

IL

09/06/2013 - 09/17/2013

OPPENHEIMER & CO. INC. (CHICAGO IL)

FL

11/15/2012 - 04/02/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

IL

04/05/2012 - 02/11/2013

ROTHSCHILD INVESTMENT CORPORATION (CHICAGO IL)

IL

06/01/2009 - 02/06/2012

MORGAN STANLEY SMITH BARNEY (CHICAGO IL)

IL

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)

IL

03/01/2007 - 04/02/2007

MORGAN STANLEY DW INC. (CHICAGO IL)

IL

01/23/2004 - 02/16/2007

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

IL

02/25/2003 - 01/05/2004

WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)

IL

02/11/2002 - 02/07/2003

CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)

WI

02/27/1995 - 05/15/1996

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NY

08/16/1994 - 11/21/1994

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/14/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela T Clark.
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