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Ru Bai

Independent Financial Group, LLC

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About Ru Bai

Ru Bai is a financial advisor with over 4 years of experience in the financial services industry. Ru is registered with Independent Financial Group, LLC in California and Texas. Ru is a Certified Financial Planner™ professional and holds Series 7TO, Series 66, and SIE licenses. Ru specializes in retirement planning, investment management, college savings, insurance, and estate planning. Ru is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Ru Bai 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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Ru Bai’s Registration & Firm History

CA

11/02/2021 - Present

Independent Financial Group, LLC (Rolling Hills Estate CA)

CA

05/20/2019 - 07/17/2020

EQUITY SERVICES, INC. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 08/02/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ru Bai.
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