Independent Advisor Group offers the critical OSJ support and supervisory services that enable independent Financial Advisors to focus on their businesses

IAG works with you to help grow your practice better and faster.

 

Founded in 1993 and headquartered in Horsham, Pennsylvania (with non-OSJ branch offices in Eastern PA and southern NJ), Independent Advisor Group, LLC boasts a network of approximately 28 Advisors and their related staff. The group collectively services over $1B in brokerage and advisory assets through LPL Financial, and prides itself on being one of LPL Financial's top 35 large enterprise groups*. IAG is currently ranked #26 in revenue and #2 in corporate profitability**.

 

IAG Timeline

 

Leadership Overview

Leadership, commitment, and experience drives the executive team at IAG. Management includes four FINRA Series 24 General Securities Principals*** who have combined forces to successfully supervise and lead IAG.

 

Kevin Supka

LPL Branch Office Manager

Kevin has been with LPL Financial since 1993 and has been in the financial services industry since 1986. In addition to his Branch Office Manager responsibilities, Kevin maintains a highly successful book of business. Kevin's career has included experience with several financial institution programs, a niche that has allowed the OSJ to forge relationships with many banks and credit unions over the years. Kevin holds a Series 24 license.

Michael Brady

LPL Registered Principal

Michael has spent his entire financial services career with LPL Financial, beginning in 2001. Aside from managing a large, successful book of business, Michael assists with the OSJ by offering ongoing sales and marketing advice to the rest of the group. Michael serves as a board member for several non-profit organizations in his community. Michael holds a Series 24 license.

lenborcky

Len Borcky

Branch Chief Compliance Officer
LPL Registered Principal

Len joined LPL Financial in 2008 following an 11-year career as a Compliance and Operations professional with Prudential Financial. Len works with the entire OSJ team to achieve operational efficiency and strict adherence to all FINRA, SEC, and LPL compliance regulations. Len holds a Series 24 license.

 

*Based on total revenue.
**Based on annual production; 2016.
***Securities registrations are held through LPL Financial.