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Tag: Independent Financial Group

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Financial Advisor Donovan Kelly (Independent Financial Group, LLC) Customer Complaints

Donovan Kelly (CRD#: 2622366) is a dually registered Broker and Investment Advisor at Independent Financial Group, LLC in Billings, MT. Broker’s Background He entered the securities industry in 1995 and previously worked for Pacific West Financial Consultants, Inc.; Pacific West Securities, Inc.; Raymond James Financial Services Advisors, Inc.; Raymond James Financial Services, Inc.; Royal Alliance […]

Financial Advisor Shimshon Plotkin (Independent Financial Group, LLC) Customer Complaints

Shimshon Plotkin is a Financial Advisor at Independent Financial Group, LL in Chevy Chase, Maryland.  Shimshon Plotkin has been in the securities industry since 1994 and previously worked at Cambridge Investment Research.  According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), Shimshon Plotkin has been the subject of seven customer complaint […]

Financial Advisor Wenjinn James Chang (Independent Financial Group, LLC) Customer Complaints

The Wolper Law Firm, P.A. is currently investigating claims against Wenjinn James Chang, a Financial Adviser at Independent Financial Group in Rockville, Maryland.  Wenjinn Chang has been in the securities industry since 2002 and previously worked at Ameritas Investment Corp.     According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), in […]