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Kobe Couyoumjian

Investment adviser representative at Independent Financial Group, LLC
16 yearsExperience
2 statesRegistered 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

16 years in the industry.

  1. Independent Financial Group, LLCApr 2021 to now
  2. UnemployedAug 2020 to Apr 2021
  3. Independent Financial GroupJun 2020 to Aug 2020
  4. StudentApr 2010 to Jun 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

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
7239285
Firm CRD
7717
Advisor's SEC record (opens in a new tab)
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