The Broker Group
Financial Services • 
Los Angeles, California, United States • 101-200 Employees
Company overview
| Headquarters | Los Angeles, California, United States |
| Website | |
| NAICS | 52 |
| Founded | 2025 |
| Employees | 101-200 |
Key Contacts at The Broker Group
Carlos Patino ✓
Managing Director
Angie Lopera
Co-Founder | Business Development
Mario Fragomeno
Co-Founder | Business Development
Adan Gonzalez
Senior Managing Director
J.R. Mejia
Founder & President
Shaun Parish
Managing Director
Owen Therrell
Financial Advisor/Managing Director
Joe Deguardia
Senior Managing Director
Selena Larson
Managing Director
The Broker Group Email Formats
The Broker Group uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 51.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 51.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 21.8% |
{first name}@company.com | john@company.com | 11.2% |
{last name}.{first name}@company.com | doe.john@company.com | 9.1% |
{first name}_{last name}@company.com | john_doe@company.com | 6.6% |
About The Broker Group
Since 2004, our founders have been helping people take control of their financial futures — empowering clients to build wealth and agents to own their future. Our nationwide team is passionate about making financial literacy simple, accessible, and life-changing for individuals, families, and business owners. The Broker Group is redefining what’s possible for producers and agency builders. Fueled by cutting-edge financial solutions and technology, we created a platform for true entrepreneurs — those who value ownership, independence, and brand autonomy, while still leveraging the experience and support of proven field leaders. The future’s moving fast — and we’re here to build it with the bold, the driven, and the ones ready to own it.
The Broker Group revenue & valuation
| Annual revenue | $9,325,495 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $29,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
The Broker Group has 58 employees across 5 departments.
Departments
Number of employees
Funding Data
The Broker Group has never raised funding before.
United Arab Emirates
Spain
![RIPL Corp [No Longer Operating]](https://static.prospeo.io/directory-image/company_logo/16b625c3-7afa-4229-8572-7326937dcc1e.jpg){kind=logo}
Frequently asked questions
4.8
40,000 users
