Southlake, TX Reserve Street Office

Kirk Badii is a financial advisor with Independent Financial Group, LLC in Southlake, Texas, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at UBS Financial Services, Raymond James Financial Services, and Cantella & Co., Inc. He is also involved in two DBAs used for marketing securities and advisory services. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and retirement plan services, employing both in-house and third-party managed portfolios tailored to various risk profiles.

Tristan King is a financial advisor at Independent Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Cantella & Co., Inc. and UBS Financial Services Inc. King is also involved with BADII Group, LLC and BADII Group Private Wealth Management, entities used for marketing securities and advisory services. 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 through a national network of Investment Adviser Representatives and multiple advisory program platforms.