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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Verified contacts
3
available on Kipplo
LinkedIn employees
5
11 to 50 range
Open roles
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no listings
Distinct roles
2
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- GM
Greg Meyer
Certified Financial Planner · Finance & Accounting
EmailPhone - RA
Rebecca Ann Dunn
Client Services Associate · Customer/Client Service
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Advisor Associate
2 distinct titles indexed · top 2 shown.
- 1certified financial planner
- 1client services associate
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