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John C
Series 63, Series 65
Newport Beach, CA
Independent Financial Group, LLC
John Cadwell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Independent Financial Group since 2010 and also serves as the appointed administrator of the Estate of Paul E. Troutner. Cadwell provides financial consulting services to estate executors, including document preparation and asset management. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both firm- and third-party models for portfolio management, combining strategic asset allocation with active and passive exposures tailored to client risk profiles.
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