Madison Turbeville, CAIA - Email & Phone Number

Manager, Alternative Investments at Independent Financial Group, Llc

Madison Turbeville, CAIA is based out of Phoenix, Arizona, United States of America and works at Independent Financial Group, Llc as Manager, Alternative Investments.

Madison Turbeville, CAIA's Contact Information

Latest update

March 11, 2025

Location

Phoenix, Arizona, United States of America

Madison Turbeville, CAIA's Work History

Manager, Alternative Investments

Independent Financial Group, LLC

Jan 2024 - Present

Senior Due Diligence Analyst

Independent Financial Group, LLC

Oct 2022 - Feb 2024

Portfolio Oversight

CIM Group, L.P.

Jun 2019 - Oct 2022

Regional Advisory Consultant, Partner Solutions Group

CIM Group, L.P.

Feb 2018 - Jun 2019

Internal Wholesaler

Cole Capital

Jun 2015 - Feb 2018

Madison Turbeville, CAIA's Education

James Madison University

B.S.

Jan 2008 - Jan 2012

New Horizons Governor’s School for Science and Technology

Statistics and Environmental Science

Jan 2005 - Jan 2007

Madison Turbeville, CAIA's Skills

Investments

Alternative Investments

Real assets

1031 Exchanges

Oil and Gas Drilling

Private Credit

Madison's current employer

Independent Financial Group, Llc

Description

Independence,Perfected. Integrity. Balance. Independence. Independent Financial Group, LLC is based on three core values shared by Indepe...

Website

ifgsd.com

HQ Location

San Diego, California, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about Independent Financial Group, Llc

Frequent questions about Madison Turbeville, CAIA

What company is Madison Turbeville, CAIA working for?

Madison Turbeville, CAIA works for Independent Financial Group, Llc.

What is Madison Turbeville, CAIA's function at Independent Financial Group, Llc?

Madison Turbeville, CAIA is Manager, Alternative Investments at Independent Financial Group, Llc.

Where is Madison Turbeville, CAIA based?

Madison Turbeville, CAIA is based out of Phoenix, Arizona, United States of America.

Who are Madison Turbeville, CAIA's co-workers?

Madison Turbeville, CAIA's colleagues are Ken Craig, Tom Otten, Scott Davis, CPA MBA, Doug Hall, Travis Hicks, Lauren Goettsche, Chad CIMA, Michael Watson, James Naldi, Troy Pearson, Janis Naiman, Christopher Weber, Paul Larrabee, Jason Benham, Jay Wurtzler, Jammie Avila, Shelley Reeves, Kevin Wang, Thomas MONAHAN, Philip Johnson, Michael Davidson, Travis J.D., Tiffany Onevathana, Jen Gaddie, Bob Davidson, Vanessa Torres, Jim Fahy, Jeff Nero, Jim MacDonald, Craig Spanton, David Ebner, Clark Stevens, Brett Gatta.

Madison's co-workers

Ken Craig

Owner/Financial Advisor, Craig Financial Group, Inc.

Tom Otten

Wealth Manager/Business owner

Scott Davis, CPA MBA

VP of Finance

Doug Hall

CCO of Independent Financial Group

Travis Hicks

Vice President of Alternative Investments

Lauren Goettsche

Vice President Operations

Chad CIMA

SVP, National Sales, Wealth Management and Marketing

Michael Watson

VP, Head of Wealth Management

James Naldi

Director, Research and Portfolio Construction

Troy Pearson

Director of Operations

Janis Naiman

Director, transition services

Christopher Weber

Lead Advisory Consultant

Paul Larrabee

Director Insurance and Annuities

Jason Benham

Director, Retirement Services and Practice Development

Jay Wurtzler

Registered Principal

Jammie Avila

Registered Representative

Shelley Reeves

AML Compliance Officer

Administrative Assistant

Travis J.D.

Chief Compliance Officer

Tiffany Onevathana

House Accounts Assistant

Jen Gaddie

Manager, Corporate Communications & Events

Bob Davidson

Registered Representative

Vanessa Torres

Due Diligence Analyst, Alternative Investments

Advertising Compliance Analyst

Investment Advisor Representative

Brett Gatta

Financial Advisor

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