Advisors at this firm
Craig T
Series 66
Los Angeles, CA
IFC Advisors LLC
Craig Thomas is a financial advisor at IFC Advisors LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and was a self-employed securities trader for ten years. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and manages special purpose vehicles and private fund vehicles through an affiliated entity.
Eric Z
CFP®, Series 66
Los Angeles, CA
IFC Advisors LLC
Eric Zurbrugg is a CFP® with 21 years of industry experience, currently serving as an advisor at IFC Advisors LLC since 2024. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC from 2004 to 2024. Outside of his advisory role, Zurbrugg is a team manager for a local soccer club. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating special purpose vehicles and private fund vehicles.
Michael M
Series 66
Los Angeles, CA
IFC Advisors LLC
Marco M
Series 63, Series 65
Los Angeles, CA
IFC Advisors LLC
Marco Mendoza is a financial advisor at IFC Advisors LLC with 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, serving clients over a combined 13 years. Mendoza holds Series 63 and Series 65 licenses. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies across various asset classes and monitors portfolios for risk alignment and rebalancing.
Nhaman P
Series 66
Los Angeles, CA
IFC Advisors LLC
Nhaman Pelphrey is a financial advisor at IFC Advisors LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is noted for operating and advising special purpose vehicles and private fund vehicles.
Francois V
Series 63, Series 65
Los Angeles, CA
IFC Advisors LLC
Francois Viljoen is a financial advisor at IFC Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating and advising special purpose vehicles and private fund vehicles.
Rex J
Series 63, Series 66
Los Angeles, CA
IFC Advisors LLC
Rex Jones is a financial advisor at IFC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2004 to 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm uses a comprehensive, tax-aware investment approach combining active and passive strategies across multiple asset classes and is notable for operating special purpose vehicles and private fund vehicles.
Marc A
Series 66
Los Angeles, CA
IFC Advisors LLC
Marc Ackerman is a financial advisor at IFC Advisors LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for 12 years before joining IFC Advisors in 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies across multiple asset classes and also operates special purpose vehicles and private fund vehicles for qualified clients.
Kennedy R
Series 66
Los Angeles, CA
IFC Advisors LLC