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Advisor Associate

We are dedicated to providing investment management and strategic wealth planning specific to you and your situation. Simply put, we strive to be our clients' trusted advisors. As a financial advisory firm, our primary focus is to provide unbiased opinions designed to achieve long-term investment results. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client, and we do this with the highest levels of trust, integrity, and respect while always collaborating using a team approach. Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG) a Registered Investment Adviser. Member FINRA/SIPC. Additional advisory services offered through X Advisors, LLC, a registered investment adviser. Advisor Associate, X Advisors, and IFG are unaffiliated entities. IFG Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.

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HeadquartersSanta Maria, United StatesEmployees5(11 to 50)Websiteadvisorassociate.comLinkedIn profileLinkedIn

Verified contacts

3

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LinkedIn employees

5

11 to 50 range

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Distinct roles

2

indexed titles

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Monthly traffic

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Top roles at Advisor Associate

2 distinct titles indexed · top 2 shown.

  • 1certified financial planner
  • 1client services associate

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