Benjamin Patrick Shepherd
Investment adviser representative at Independent Financial Group, LLC
11 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
11 years in the industry.
- Independent Financial Group, LLCDec 2023 to now
- Mulligan FundingJun 2022 to Dec 2023
- MML Investors Services, LLCApr 2022 to Jun 2022
- Massmutual Life Insurance CompanyOct 2021 to Jun 2022
- UnemployedAug 2021 to Oct 2021
- American Internet MortgageMar 2019 to Jul 2021
- UnemployedJan 2019 to Feb 2019
- San Diego State UniversityAug 2016 to Dec 2018
- Stater Bros SupermarketAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7541044
- Firm CRD
- 7717