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William Oliver Hinds

Independent Financial Group, LLC

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About William Oliver Hinds

William Hinds is a financial advisor with Independent Financial Group, LLC. William has been in the industry since 2002 and has a Series 63 and 66 license. William is registered with the states of Arkansas, Texas, Florida and North Carolina. William is also registered with FINRA. He offers financial planning, portfolio management for businesses and individuals and selection of other advisors.

Firm Information

William Hinds 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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William Hinds’s Registration & Firm History

AR

11/08/2018 - Present

Independent Financial Group, LLC (CLINTON AR)

AR

10/10/2017 - 12/06/2018

LPL FINANCIAL LLC (CLINTON AR)

AR

06/19/2002 - 09/20/2017

EDWARD JONES (CLINTON AR)

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Licenses & Designations

BOTH

Issued 12/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Oliver Hinds.
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