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Independent Capital Management jobs and careers

Newport Beach, CA, United States

About Independent Capital Management

Founded in 1988, Independent Capital Management, Inc. was formed with the philosophy of providing independent financial advice to individuals, families, and businesses throughout the country. "Real advice from Real People."​ As an independent full-service financial consulting and management firm, ICM is dedicated to helping our clients build wealth and preserve their hard-earned assets. Staffed by a team of experts with various financial disciplines, ICM offers a wide range of well-known products and services as it effectively guides clients through even the most complex financial situations. We recommend only those products and services that can be tailored to suit our clients'​ unique needs. Disclosures: Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc. http://www.finra.org/ http://www.sipc.org/

Employees
350
Headquarters
Newport Beach

Leadership

The top of Independent Capital Management's org chart, with how many people report into each leader.

MF

Michael Ferrera

Branch Manager, Ontario CA

9 reports

JM

Jacqueline Marloe

Director Of Business Development

1 report

WFPhoto of William Farraj

William Farraj

Chief Marketing Officer, Senior Managing Partner

MK

Michael J. Kane

V.p. Insurance Specialist/ Wealth Preservation Client Division

TGPhoto of Terry Gordy

Terry Gordy

Registered Principal Investment Advisor

DDPhoto of Dean Dulnuan

Dean Dulnuan

Financial Professional

PGPhoto of Plato Guerre

Plato Guerre

Financial Services + Wealth Management Advisor

MWPhoto of Michael Wegge

Michael Wegge

Wealth Manager

MAPhoto of Marie Cammack - Advisor

Marie Cammack - Advisor

Wealth Manager

HM

Hannah Mumm

Financial Advisor

MHPhoto of Matthew Henry

Matthew Henry

Financial Services Supervisor

RJPhoto of Roxanne Jones

Roxanne Jones

Financial Advisor

Jobs at Independent Capital Management

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