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Bradford T

ChFC®, Series 63, Series 65

Honolulu, HI

Independent Financial Group, LLC

Bradford Tom is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 27 years of industry experience, including prior roles at LPL Financial, Securities America Advisors, Inc., and Bancwest Investment Services, Inc. In addition to his advisory work, he is a licensed insurance agent offering various insurance products in Hawaii. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse range of clients, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs a combination of firm- and third-party investment models across multiple platforms, integrating strategic asset allocation with active and passive management approaches.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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