LPL Financial
47yrs
Top advisor by experience in San Diego
17yrs
Benjamin Buck
Financial advisor at Independent Financial Group
Based in San Diego, California, Benjamin Buck is a fiduciary financial advisor with 17 years of industry experience. Benjamin joined Independent Financial Group in 2024, after 12 years at J.P. Morgan Securities and a year at Chase Investment Services. Benjamin holds the CFP® designation.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office12671 High Bluff Drive Suite 200, San Diego, CA 92130
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowIndependent Financial Group, LLCCurrent firm
- 2012 – 2024J.P. Morgan Securities LLCPreviously
- Oct 2011 – Oct 2012Chase Investment Services Corp.Previously
- Jan 2011 – Aug 2011Wells Fargo Clearing Services, LLCPreviously
- May 2009 – Jan 2011Wells Fargo Investments, LLCPreviously
Contact Benjamin
(858) 436-3180Independent Financial Group main office 12671 High Bluff Drive Suite 200San Diego, CA 92130Office · Get directions LinkedIn pageIndependent Financial Group
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Independent Financial Group at (858) 436-3180 and ask for Benjamin Buck. Benjamin works from the San Diego, CA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2009, about 17 years. More experience than 55% of advisors nationwide.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin 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 Benjamin 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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