Westlake Village, CA Corsa Ave Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

2

Of 461 advisors across 291 offices

Location

5743 Corsa Ave, Ste. 213

Westlake Village CA 91362

Advisors at this office

2

Advisors at this office

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James L

Series 63, Series 65

Westlake Village, CA

Independent Financial Group, LLC

James Lang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at firms including LPL Financial and Ball & Company, and he owns J.D. Lang & Associates, a legal practice specializing in estate and tax planning, tax preparation, and bookkeeping. Lang also serves as an officer and director for the Learned Preston Foundation, providing legal, accounting, tax, and administrative support. 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 individuals, charities, corporations, and plan sponsors. The firm provides advisory programs through its AccessPoint platform and third-party asset managers, with a broad 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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Russell H

Series 66

Westlake Village, CA

Independent Financial Group, LLC

Russell Hitchcock is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at Lang Wealth Management and JD Lang & Associates. Outside of advising, he prepares individual and entity tax returns for clients through JD Lang & Associates. 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 financial planning services, utilizing both in-house and third-party model portfolios across multiple platforms.

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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