Dallas, TX Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

4

Of 461 advisors across 291 offices

Location

4851 Lbj Fwy, Suite 1175

Dallas TX 75244

Advisors at this office

4

Advisors at this office

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Jerry T

CFP®, Series 63, Series 65

Dallas, TX

Independent Financial Group, LLC

Jerry Tuma is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC. He has worked with Cornerstone Financial Services, Inc. since 1983 and has been with Independent Financial Group since 2012. Outside of advising, he is the owner of Liberty Silver & Gold, LLC, a company that sells physical gold and silver bullion and coins, and he is also an author and public speaker. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers to meet diverse client needs.

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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Michael W

Series 66

Dallas, TX

Independent Financial Group, LLC

Michael Williams is a financial advisor at Independent Financial Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked with Cornerstone Financial Services, Inc. since 2021. Outside of his advisory role, he co-hosts Cornerstone’s radio show, Smart Money. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services, utilizing multiple advisory programs and third-party asset managers across a national network of Investment Adviser Representatives.

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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Darrell D

Series 63, Series 65

Dallas, TX

Independent Financial Group, LLC

Darrell Delphen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Independent Financial Group since 2013 and was affiliated with Cornerstone Financial Services, Inc. for 11 years. Outside of his advisory role, he is involved as an independent contractor with Liberty Silver & Gold, LLC, offering physical precious metal bullion sales. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm provides brokerage, portfolio management, financial planning, and retirement plan services, delivering 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
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David M

Series 63, Series 65

Dallas, TX

Independent Financial Group, LLC

David Mccord is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Cornerstone Financial Services, Inc. for over three decades before joining his current firm in 2012. Outside of his advisory role, he serves as an elder for Dallas North Town Church Ministry Organization and manages operational administration for Liberty Silver & Gold, discussing gold and silver coin transactions with clients. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives, utilizing various advisory programs 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
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