Skip to content

Mark D Elmore

Investment adviser representative at Independent Financial Group, LLC
29 yearsExperience
1 stateRegistered in
$12.9BFirm assets
22 yearsFirm in business

Are you Mark D Elmore? Claim your profile

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

29 years in the industry.

  1. Independent Financial Group, LLCApr 2022 to now
  2. Self EmployedSep 1997 to now
  3. Private Client ServicesJun 2018 to Apr 2022
  4. Rfg Advisory, LLCJun 2018 to Apr 2022
  5. LPL Financial LLCAug 2011 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (AL).

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
4820374
Firm CRD
7717
Advisor's SEC record (opens in a new tab)
CallContact this firm