Independent Financial Group Welcomes Bruce Levitus to Team
Independent Financial Group Welcomes Bruce Levitus to the Team
Independent Financial Group, LLC (IFG), a privately held independent wealth management provider headquartered in San Diego, recently announced a significant addition to their team with the hiring of Bruce Levitus as a Regional Recruiter. Bruce comes to IFG with over 20 years of executive experience, having built a strong reputation for fostering independent advisor growth and advancing client-focused wealth management businesses.
Before joining IFG, Bruce served in various senior roles at Osaic, previously known as Advisor Group. His tenure included significant responsibilities as Senior Vice President overseeing critical areas such as Wealth Management Consulting, Product Sales, and Investment Advisory Services. Bruce's leadership was instrumental in implementing large recruitment strategies and guiding educational programs for advisors. His efforts contributed to the establishment of one of the most expansive networks of financial professionals in the nation.
David Fischer, Co-Founder and Chief Marketing Officer of IFG, expressed enthusiasm about Bruce’s appointment, stating, “We are thrilled to welcome Bruce to IFG. His depth of experience and independent industry insight will be instrumental in helping high-performing advisors find a home at IFG—where authentic independence, high-quality service, and unwavering integrity remain at the core of everything we do.”
In his role at IFG, Bruce will spearhead the firm’s comprehensive recruiting strategy. His key responsibilities will entail identifying and engaging potential advisors, nurturing long-term professional relationships, and facilitating a smooth transition for new team members. Moreover, he will collaborate closely with senior leadership to enhance IFG's presence in the marketplace while remaining competitive within the industry.
Bruce shared his perspective on his decision to join IFG, stating, “I wanted to align with a firm that still values true independence—and I found that at IFG. Since IFG isn’t controlled by private equity, the firm empowers advisors to prioritize their clients' needs rather than solely focusing on corporate interests. I was particularly impressed by IFG’s support for brokerage accounts, recognizing that a one-size-fits-all fee-based solution does not serve every client’s needs. The IFG platform provides low minimum requirements and extensive support for annuities, insurance, and alternative investment options, making it accessible to a diverse clientele.”
About Independent Financial Group
Independent Financial Group, LLC (IFG) operates as a privately held independent wealth management provider based in San Diego, California. Established in 2003, IFG caters to a network of over 600 independent financial professionals operating from more than 400 offices nationwide, offering a robust suite of business solutions. The firm has earned recognition as an eight-time winner of the Inc. 5000 list showcasing the "Fastest Growing Private Companies in the US." In recent years, the San Diego Business Journal has ranked IFG as the 7th largest private company in San Diego, and Financial Planning Magazine has highlighted IFG for high representation of women among producing representatives.
IFG has consistently made waves in the financial services sector, ranking among the top firms for payout and account assets as reported by InvestmentNews. Furthermore, Financial Advisor Magazine has noted IFG as the 15th largest national independent broker-dealer, as well as the 2nd largest when considering privately held broker-dealers based on gross revenue.
Frequently Asked Questions
Who is Bruce Levitus?
Bruce Levitus is a seasoned executive with over 20 years of experience in the financial services industry, recently appointed as Regional Recruiter at Independent Financial Group.
What is the role of Bruce Levitus at IFG?
Bruce's primary responsibility is to lead IFG's recruiting efforts, helping to identify and integrate new independent advisors into the firm.
What makes IFG unique in the financial services sector?
IFG stands out for its dedication to true independence, allowing advisors to focus on client needs without private equity influence.
How has IFG performed in recent years?
IFG has received numerous accolades, demonstrating consistent growth, including recognition in the Inc. 5000 and rankings among the top independent broker-dealers.
What services does IFG provide to financial professionals?
IFG offers a comprehensive suite of business solutions, enabling financial advisors to deliver tailored services to their clients effectively.
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