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Gennaro Giacomo Savarese

Independent Financial Group, LLC

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About Gennaro Giacomo Savarese

Gennaro Giacomo Savarese is a financial advisor with Independent Financial Group, LLC. Gennaro has over 30 years of experience in the financial services industry. Gennaro is licensed to provide investment advice in Arizona and is also registered as a broker-dealer. Gennaro has experience with individual investors, businesses, and retirement plans.

Firm Information

Gennaro Savarese 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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Gennaro Savarese’s Registration & Firm History

AZ

01/26/2021 - Present

Independent Financial Group, LLC (Maricopa AZ)

CA

10/17/2006 - 06/01/2017

SECURITIES AMERICA, INC. (SAN DIEGO CA)

CA

10/31/2005 - 10/27/2006

AIG FINANCIAL ADVISORS, INC. (SAN DIEGO CA)

AZ

09/13/1999 - 10/31/2005

SPELMAN & CO., INC. (PHOENIX AZ)

NY

01/03/1994 - 08/23/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

09/17/1990 - 01/03/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

09/04/1990 - 09/17/1990

KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)

NA

12/21/1982 - 09/04/1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

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Licenses & Designations

IA

Issued 10/26/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/14/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/24/1985

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/1987

Series 3 - National Commodity Futures Examination

BC

Issued 12/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Gennaro Giacomo Savarese. Review regulatory record here.
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