Chino Hills, CA Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

2

Of 461 advisors across 291 offices

Location

13925 City Center Drive #200 235

Chino Hills CA 91709

Advisors at this office

2

Advisors at this office

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Franklin L

Series 63, Series 65

Chino Hills, CA

Independent Financial Group, LLC

Franklin Lara is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, he is a part owner of a transportation company and the founder of Purpose Wealth Partners, LLC, where he provides financial planning and investment management services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that offers brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and relationships with third-party asset managers.

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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Kenneth B

Series 63, Series 66

Chino Hills, CA

Independent Financial Group, LLC

Kenneth Beber is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, Beber serves as a board member for the Little Elm ISD Educational Foundation and volunteers as a school board member for the Little Elm Independent School District. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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