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Steven Edward Lebaron

Independent Financial Group, LLC

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About Steven Edward Lebaron

Steven Lebaron is a financial advisor with Independent Financial Group, LLC. Steven has been in the industry for 32 years. Steven is registered with the state of California and Texas as an Investment Advisor Representative. Steven has held previous positions at Securities Service Network, Inc., Veritrust Financial, LLC, Lighthouse Capital Corporation, Washington Square Securities, Inc., WMA Securities, Inc., Intersecurities, Inc., Mimlic Sales Corporation, and Consolidated Resources, Inc. Steven is also an independent contractor for Anchor Legal, PC. Steven specializes in Financial Planning, Pension Consulting, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Steven can be reached at Independent Financial Group, LLC, 43471 RIDGE PARK DRIVE, #D, TEMECULA, CA 92590.

Firm Information

Steven Lebaron 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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Steven Lebaron’s Registration & Firm History

CA

07/17/2015 - Present

Independent Financial Group, LLC (TEMECULA CA)

TN

12/03/2004 - 03/31/2006

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

TX

08/30/2002 - 12/01/2004

VERITRUST FINANCIAL, LLC (AUSTIN TX)

CA

05/08/2002 - 09/19/2002

LIGHTHOUSE CAPITAL CORPORATION (MONTEREY CA)

CT

01/11/1996 - 12/31/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

GA

06/06/1994 - 12/05/1995

WMA SECURITIES, INC. (DULUTH GA)

FL

03/14/1992 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

MN

06/23/1988 - 03/11/1992

MIMLIC SALES CORPORATION (ST. PAUL MN)

NA

04/09/1987 - 05/21/1988

CONSOLIDATED RESOURCES, INC.

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Licenses & Designations

IA

Issued 10/13/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2004

Series 7 - General Securities Representative Examination

BC

Issued 05/07/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Edward Lebaron. Review regulatory record here.
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