Edmonds, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
American Independent Securities Group, LLC
Multi-team
Firm-wide stats for American Independent Securities Group, LLC
About
American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non‑discretionary arrangements, financial planning (including hourly or fixed‑fee engagements), access to third‑party managers and TAMPs, and an optional third‑party estate‑planning service via EncorEstate Plans.
Advisors develop client investment policies with Investment Advisor Representatives and place accounts on platforms that include Charles Schwab, multiple TAMPs, and several RBC advisory programs. AISG reports a large majority of its assets as non‑discretionary (about $932.7 million non‑discretionary versus roughly $53.6 million discretionary as of 12/31/2025), and some programs (for example, RBC Advisor) are explicitly client‑directed and non‑discretionary.
What distinguishes AISG from many multi‑team peers is its affiliated broker‑dealer registration (FINRA member) combined with the predominance of non‑discretionary AUM and the fact that many IARs may be dually licensed as insurance agents. The brochure discloses these overlapping roles and associated compensation sources and describes internal policies and supervisory procedures intended to manage the resulting conflicts of interest.
Location
144 Railroad Avenue, Suite 308
Edmonds WA 98020
Advisors at this office
2
Advisors at this office
David V
Series 63, Series 66
Edmonds, WA
American Independent Securities Group, LLC
David Vanhollebeke is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with American Independent Securities Group since 2007 and also operates Van Hollebeke Insurance as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach with both discretionary and non-discretionary account management, and offers access to multiple custodial and advisory platforms.
Paul F
ChFC®, Series 63, Series 65
Edmonds, WA
American Independent Securities Group, LLC
Paul Ferguson is a financial advisor with American Independent Securities Group, LLC in Edmonds, WA. He holds the ChFC® designation and securities licenses Series 63 and 65, and has 32 years of industry experience. Prior to joining American Independent Securities Group in 2007, he worked at Equitable Advisors and Mony Securities Corporation. Outside his advisory role, he is involved in health and dental insurance sales and owns a marketing business focused on lifestyle magazine advertising. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.
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