Independent Financial Group
Monica Alvarez is a seasoned financial professional with extensive experience in supervisory and operational roles. Currently serving as Supervisory Principal Associate at Independent Financial Group, LLC since February 2018, Monica specializes in the supervisory review of new accounts, transactional business, client account activity reports, and written client correspondence, in addition to providing Home Office Medallion Signature Guarantee Stamp services. Prior to this role, Monica held various positions at LPL Financial from June 2007 to August 2017, including Analyst, Supervisor of Alternative Investments, and Sr. Operations Specialist, where expertise involved researching private security transactions, managing a team of employees, and addressing independent financial advisor inquiries. Monica holds a Bachelor of Arts in Economics from UC San Diego.
Independent Financial Group
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Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through its team of independent financial professionals. Their representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.