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Gary Gustave Benson

Independent Financial Group, LLC

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About Gary Gustave Benson

Gary Gustave Benson is an investment advisor representative at Independent Financial Group, LLC in Encino, California. Gary has been in the industry since 1984 and has worked with NPB Financial Group, LLC and National Planning Corporation prior to his current firm. Gary has a broad range of experience and offers financial planning, pension consulting, and portfolio management for individuals and businesses. Gary is registered in 27 states for both broker-dealer and investment advisor services.

Firm Information

Gary Benson 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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Gary Benson’s Registration & Firm History

CA

07/27/2022 - Present

Independent Financial Group, LLC (ENCINO CA)

CA

05/11/2006 - 07/15/2022

NPB FINANCIAL GROUP, LLC (ENCINO CA)

CA

09/17/1999 - 05/12/2006

NATIONAL PLANNING CORPORATION (ENCINO CA)

MA

05/23/1984 - 09/21/1999

ASSOCIATED SECURITIES CORP. (BOSTON MA)

NA

06/12/1984 - 06/26/1984

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

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Licenses & Designations

BC

Issued 08/21/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 11 public disclosures for Gary Gustave Benson. Review regulatory record here.
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