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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Albin is a financial advisor with Independent Financial Group, LLC in San Diego, CA. David has been in the industry since 2009 and has experience with CETERA ADVISOR NETWORKS LLC, CETERA ADVISORS LLC, CETERA FINANCIAL SPECIALISTS LLC, CETERA INVESTMENT SERVICES LLC, FIRST ALLIED SECURITIES, INC., SUMMIT BROKERAGE SERVICES, INC. and GIRARD SECURITIES, INC. David holds licenses for both Securities and Investment Advisor. David is licensed in the state of California. David specializes in retirement planning, mutual funds, investment advisory services, variable life insurance, and other investment products. David works with individuals, families, and business owners. David's approach to financial planning is to work with clients to develop a personalized plan that meets their individual needs. David's firm, Independent Financial Group, LLC, has approximately $1 billion to $10 billion in assets under management. Independent Financial Group, LLC, has been in business since 1980 and has offices in California.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/07/2022 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
CA
05/04/2018 - 12/23/2021
CETERA ADVISORS LLC (SAN DIEGO CA)
CA
05/04/2018 - 12/23/2021
CETERA FINANCIAL SPECIALISTS LLC (SAN DIEGO CA)
CA
06/06/2017 - 12/23/2021
CETERA INVESTMENT SERVICES LLC (SAN DIEGO CA)
CA
05/25/2016 - 12/23/2021
CETERA ADVISOR NETWORKS LLC (SAN DIEGO CA)
CA
11/18/2013 - 12/23/2021
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
09/22/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
06/14/2016 - 11/02/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
CA
06/14/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (San Diego CA)
CA
07/20/2010 - 10/30/2013
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
11/18/2009 - 12/17/2009
AMERICAN INVESTORS COMPANY (DUBLIN CA)
CA
09/23/2009 - 10/22/2009
FIRST INVESTORS CORPORATION (SAN DIEGO CA)
BOTH
Issued 08/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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