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Richard D
Series 63, Series 65
Laguna Beach, CA
Independent Financial Group, LLC
Richard Du Vernet is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at NPB Financial Group, LLC, Associated Planners Investment Advisory Inc., and PRUCO Securities, LLC. He also serves as an insurance agent for Prudential Financial, focusing on term life, whole life, and variable universal life policies. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs a combination of strategic asset allocation and manager selection across passive and active portfolios, offering financial planning, portfolio management, and retirement plan services through multiple platforms.
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