Gregory J. Meyer
INDEPENDENT FINANCIAL GROUP
ENCINO, CA 91316
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CRD#: 3088783
Professional summary
Gregory Jay Meyer, CFP® is a registered financial advisor currently at INDEPENDENT FINANCIAL GROUP, LLC located in Encino, California.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gregory has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) PASH INTERNATIONAL LTD., INC. DBA PASH AND BENSON POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2007 ADDRESS: 5435 Balboa Blvd. Suite 106, Encino CA 91316, United States DESCRIPTION: RIA. (2) PASH AND BENSON POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 5435 Balboa Blvd. Suite 106, Encino CA 91316, United States DESCRIPTION: DBA name for marketing purposes. (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1998 ADDRESS: 5435 Balboa Blvd. Suite 106, Encino CA 91316, United States DESCRIPTION: Outside insurance. (4) ADVISOR ASSOCIATES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2023 ADDRESS: 5435 Balboa Blvd, Suite #106, Encino CA 91316, United States DESCRIPTION: DBA for financial services offered at IFG Broker Dealer PAXTON CONSULTING GROUP POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/25/2025 ADDRESS: 2646 Santa Maria Way, Suite 104, Santa Maria CA 93455, United States DESCRIPTION: OBA used for payroll and benefits.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Jay Meyer's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gregory Jay Meyer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
July 27, 2022 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 6345 Balboa Blvd. Building 1 Suite 100, Encino, CA 91316RIA
BD
CRD#: 7717
ENCINO, CA
Current
July 15, 2022 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 6345 Balboa Blvd. Building 1 Suite 100, Encino, CA 91316RIA
BD
CRD#: 7717
ENCINO, CA
Past
October 9, 2020 - January 21, 2025
PASH & BENSON INTERNATIONAL LTD.
RIA
CRD#: 135876
ENCINO, CA
Past
December 18, 2006 - October 27, 2022
NPB FINANCIAL GROUP, LLC
RIA
CRD#: 137743
ENCINO, CA
Past
December 18, 2006 - July 15, 2022
NPB FINANCIAL GROUP, LLC
BD
CRD#: 137743
ENCINO, CA
Past
November 19, 2001 - December 15, 2006
NEW ENGLAND SECURITIES
BD
CRD#: 615
WOODLAND HILLS, CA
Past
October 29, 1999 - January 12, 2001
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
August 20, 1998 - February 18, 1999
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/15/2022)
RR
California(7/15/2022)
IAR
California(7/27/2022)
RR
Colorado(7/15/2022)
RR
Georgia(7/15/2022)
RR
Idaho(7/15/2022)
RR
Maryland(11/28/2022)
RR
Massachusetts(7/15/2022)
RR
Missouri(7/15/2022)
RR
Nevada(7/15/2022)
RR
New Jersey(4/4/2023)
RR
North Carolina(7/15/2022)
RR
Ohio(7/15/2022)
RR
Oregon(7/15/2022)
RR
South Carolina(8/2/2024)
RR
Texas(7/15/2022)
IAR
Texas(3/6/2023)
RR
Utah(7/15/2022)
RR
Washington(7/15/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Mailing Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Phone number
(858) 436-3180
Established
Delaware since 07/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
622
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, INC. | OWNER | |
| DAVIS, SCOTT EARLE | CFO & FINOP | 7160800 |
| DENNEN, BRIAN | CCO BROKERAGE & ADVISORY | 3239786 |
| FISCHER, DAVID ALLEN | MANAGING DIRECTOR | 1634222 |
| HEISING, SCOTT ALLEN | CHIEF EXECUTIVE OFFICER/ MANAGING DIRECTOR | 2192259 |
| KEEFE, KEVIN MICHAEL | PRESIDENT, COO | 1869560 |
| KREISMAN, SARAH JILL | SVP & GENERAL COUNSEL | 2671706 |
| PEARSON, TROY DALE | ROSFP | 2413897 |
Regulatory assets under management
| Total Number of Accounts | 44,046 |
| AUM (Assets Under Management) | $ 11,322,059,063 |
Disclosures
| Regulatory Event | 15 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
