James E Albrecht
Investment adviser representative at Independent Financial Group, LLC
21 yearsExperience
2 statesRegistered in
$12.9BFirm assets
22 yearsFirm in business
Are you James E Albrecht? Claim your profile
Contact this firm
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
21 years in the industry.
- Independent Financial Group, LLCFeb 2005 to now
- Campbell Pension Services dba Scottsdale Pension SystemsJan 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, OH).
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
- 4616715
- Firm CRD
- 7717