D.A. Davidson & Co.
38yrs
Top 6% by experience in Nevada
35yrs
Patrick Ehsan
Full name on record: Patrick Hassan Ehsan
Financial advisor at Independent Financial Group
Patrick Ehsan has worked in the financial industry for 35 years and is a financial advisor based in Stateline, Nevada. Patrick has been with Independent Financial Group since 2025; before that, Patrick spent three years at Qa3 Financial and ten years at Securities America Advisors. Independent Financial Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Nevada
OfficeStateline, NV
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee
Typical client at the firm ?$474,424
Advisors at the firm480
States licensed ?1 state
Services through Independent Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2025 – nowIndependent Financial Group, LLCCurrent firm
- 2008 – 2011Qa3 Financial LLCPreviously
- 1998 – 2008Securities America Advisors, Inc.Previously
Contact Patrick
(858) 436-3180Firm headquarters in San Diego, CA. Ask for Patrick. Stateline, NVOffice · Get directions LinkedIn pageIndependent Financial GroupIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Independent Financial Group at (858) 436-3180 and ask for Patrick Ehsan. Patrick works from the Stateline, NV office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1991, about 35 years. Top 8% by experience in Nevada.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Independent Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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