Amy Rebecca Frank goldman
Investment adviser representative at Independent Financial Group, LLC
13 yearsExperience
1 stateRegistered in
$12.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Independent Financial Group, LLCSep 2022 to now
- Kalos CapitalSep 2017 to Sep 2022
- Kalos ManagementSep 2017 to Sep 2022
- UnemployedApr 2017 to Sep 2017
- OppenheimerfundsFeb 2015 to Apr 2017
- Hudson Place RealtyAug 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2815021
- Firm CRD
- 7717