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Jon D

Series 66

Birmingham, AL

Independent Financial Group, LLC

Jon Dixon is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2015 to 2023. Outside of his advisory role, Dixon is involved as an independent contractor providing financial coaching through Ramsey Master Financial Coach, offering guidance on financial independence and debt management. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing a national network of Investment Adviser Representatives and multiple advisory program platforms.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark E

Series 63, Series 65

Birmingham, AL

Independent Financial Group, LLC

Mark Elmore is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at RFG Advisory, Private Client Services, and LPL Financial. Outside of his advisory work, he is involved with MELMOREINV, LLC, a business entity for tax and investment purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and provides multiple advisory program options tailored to client risk profiles.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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