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Brice Willoughby PPC

Client centered financial services

Independent Financial Group, LLC

Phoenix

AZ

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Financial Group 12 years, 2 months Feb 2007 - Present
Self Employed 13 years, 8 months Aug 2005 - Present

Designations & Memberships

  • Professional Plan Consultant
    Designation
    Professional Plan Consultant
    This designation signifies a commitment to education and service excellence in the qualified plan industry.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 2, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Nov. 9, 2016
    • $43.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 136
      number of clients
    • $316.2K
      Estimated Average Account Balance Per Client

Independent Financial Group, LLC

Last updated on May 23, 2017
    • $2.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11K
      Accounts
    • $200.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements